Virtus Fund Advisers’s iShares US Telecommunications ETF IYZ Stock Holding History

Virtus Fund Advisers’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
2017 Q3	–	Sell	-2,989	Closed	-$94K	–	507
2017 Q2	$94K	Hold	2,989	–	–	﹤0.01%	433
2017 Q1	$97K	Sell	2,989 -158	-5%	-$5.37K	﹤0.01%	436
2016 Q4	$109K	Sell	3,147 -55	-2%	-$1.77K	﹤0.01%	422
2016 Q3	$103K	Sell	3,202 -23	-0.7%	-$758	﹤0.01%	427
2016 Q2	$107K	Buy	+3,225	New	+$101K	﹤0.01%	417

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Virtus Fund Advisers's IYZ Position: Q3 2017 in Review

Virtus Fund Advisers sold out of iShares US Telecommunications ETF (IYZ) in Q3 2017, closing a stake of 2,989 shares — an estimated $94K sold.

Virtus Fund Advisers first reported a position in IYZ in Q2 2016 and held it in 5 quarters. The position peaked at $109K in Q4 2016. 106 funds tracked by Wall St. Rank hold IYZ as of Q3 2017.

Virtus Fund Advisers reported no remaining iShares US Telecommunications ETF position as of Q3 2017 after selling out during the quarter.
Virtus Fund Advisers sold 2,989 iShares US Telecommunications ETF shares in Q3 2017, an estimated $94K.
Virtus Fund Advisers first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 5 quarters.
Virtus Fund Advisers's iShares US Telecommunications ETF position peaked at $109K in Q4 2016.
106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2017.

Based on Virtus Fund Advisers's 13F filing for Q3 2017, filed 13 Nov 2017.