United Capital Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

United Capital Financial Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-287,415	Closed	-$8.55M	–	1332
2018 Q3	$8.55M	Buy	+287,415	New	+$8.29M	0.06%	331
2018 Q2	–	Sell	-62,101	Closed	-$1.68M	–	1338
2018 Q1	$1.68M	Buy	62,101 +181	+0.3%	+$5.15K	0.01%	641
2017 Q4	$1.82M	Buy	+61,920	New	+$1.84M	0.01%	618
2017 Q2	–	Sell	-393,570	Closed	-$12.7M	–	1292
2017 Q1	$12.7M	Buy	+393,570	New	+$13.4M	0.12%	199
2016 Q4	–	Sell	-325,027	Closed	-$10.5M	–	1286
2016 Q3	$10.5M	Sell	325,027 -2,514	-0.8%	-$82.9K	0.1%	243
2016 Q2	$10.8M	Buy	327,541 +121,605	+59%	+$3.81M	0.11%	212
2016 Q1	$6.33M	Sell	205,936 -40,817	-17%	-$1.16M	0.07%	291
2015 Q4	$7.1M	Sell	246,753 -65,772	-21%	-$1.92M	0.08%	268
2015 Q3	$8.44M	Buy	312,525 +112,171	+56%	+$3.21M	0.1%	218
2015 Q2	$5.87M	Buy	+200,354	New	+$6.1M	0.07%	311

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

United Capital Financial Advisors's IYZ Position: Q4 2018 in Review

United Capital Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 287,415 shares — an estimated $8.55M sold.

United Capital Financial Advisors first reported a position in IYZ in Q2 2015 and held it in 10 quarters. The position peaked at $12.7M in Q1 2017. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

United Capital Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 287,415 iShares US Telecommunications ETF shares in Q4 2018, an estimated $8.55M.
United Capital Financial Advisors first reported a position in iShares US Telecommunications ETF in Q2 2015 and held it in 10 quarters.
United Capital Financial Advisors's iShares US Telecommunications ETF position peaked at $12.7M in Q1 2017.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.