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Verity Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Verity Asset 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
2014
Q4 		– Sell
-8,953
Closed -$268K – 91
2014
Q3 		$268K Buy
+8,953
New +$272K 0.3% 51

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Verity Asset Management's IYZ Position: Q4 2014 in Review

Verity Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2014, closing a stake of 8,953 shares — an estimated $268K sold.

Verity Asset Management first reported a position in IYZ in Q3 2014 and held it in 1 quarter. The position peaked at $268K in Q3 2014. 105 funds tracked by Wall St. Rank hold IYZ as of Q4 2014.

  • Verity Asset Management reported no remaining iShares US Telecommunications ETF position as of Q4 2014 after selling out during the quarter.
  • Verity Asset Management sold 8,953 iShares US Telecommunications ETF shares in Q4 2014, an estimated $268K.
  • Verity Asset Management first reported a position in iShares US Telecommunications ETF in Q3 2014 and held it in 1 quarter.
  • Verity Asset Management's iShares US Telecommunications ETF position peaked at $268K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2014.

Based on Verity Asset Management's 13F filing for Q4 2014, filed 13 Feb 2015.