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Vicus Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Vicus Capital’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
2013
Q3 		– Sell
-53,054
Closed -$1.37M – 71
2013
Q2 		$1.37M Buy
+53,054
New +$1.39M 0.63% 36

Other funds holding IYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vicus Capital's IYZ Position: Q3 2013 in Review

Vicus Capital sold out of iShares US Telecommunications ETF (IYZ) in Q3 2013, closing a stake of 53,054 shares — an estimated $1.37M sold.

Vicus Capital first reported a position in IYZ in Q2 2013 and held it in 1 quarter. The position peaked at $1.37M in Q2 2013. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Vicus Capital reported no remaining iShares US Telecommunications ETF position as of Q3 2013 after selling out during the quarter.
  • Vicus Capital sold 53,054 iShares US Telecommunications ETF shares in Q3 2013, an estimated $1.37M.
  • Vicus Capital first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 1 quarter.
  • Vicus Capital's iShares US Telecommunications ETF position peaked at $1.37M in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

Based on Vicus Capital's 13F filing for Q3 2013, filed 9 Oct 2013.