Verition Fund Management
IYZ icon

Verition Fund Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Verition Fund Management’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
-7,276
Closed -$214K – 1215
2017
Q4 		$214K Sell
7,276
-1,980
-21% -$58.7K 0.02% 788
2017
Q3 		$281K Buy
+9,256
New +$291K 0.02% 913
2017
Q2 		– Sell
-11,750
Closed -$380K – 1107
2017
Q1 		$380K Buy
+11,750
New +$399K 0.04% 730
2016
Q4 		– Sell
-13,657
Closed -$440K – 1279
2016
Q3 		$440K Buy
+13,657
New +$450K 0.05% 556

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Verition Fund Management's IYZ Position: Q1 2018 in Review

Verition Fund Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 7,276 shares — an estimated $214K sold.

Verition Fund Management first reported a position in IYZ in Q3 2016 and held it in 4 quarters. The position peaked at $440K in Q3 2016. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

  • Verition Fund Management reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
  • Verition Fund Management sold 7,276 iShares US Telecommunications ETF shares in Q1 2018, an estimated $214K.
  • Verition Fund Management first reported a position in iShares US Telecommunications ETF in Q3 2016 and held it in 4 quarters.
  • Verition Fund Management's iShares US Telecommunications ETF position peaked at $440K in Q3 2016.
  • 127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Verition Fund Management's 13F filing for Q1 2018, filed 16 May 2018.