USCA RIA’s iShares US Telecommunications ETF IYZ Stock Holding History

USCA RIA’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 Q1	–	Sell	-14,523	Closed	-$427K	–	450
2017 Q4	$427K	Buy	+14,523	New	+$431K	0.05%	321

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

USCA RIA's IYZ Position: Q1 2018 in Review

USCA RIA sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 14,523 shares — an estimated $427K sold.

USCA RIA first reported a position in IYZ in Q4 2017 and held it in 1 quarter. The position peaked at $427K in Q4 2017. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

USCA RIA reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
USCA RIA sold 14,523 iShares US Telecommunications ETF shares in Q1 2018, an estimated $427K.
USCA RIA first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 1 quarter.
USCA RIA's iShares US Telecommunications ETF position peaked at $427K in Q4 2017.
127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on USCA RIA's 13F filing for Q1 2018, filed 9 May 2018.