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W.H. Reaves & Co’s iShares US Telecommunications ETF IYZ Stock Holding History

W.H. Reaves & Co’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
2016
Q1 		– Sell
-8,870
Closed -$255K – 102
2015
Q4 		$255K Buy
+8,870
New +$258K 0.01% 97

Other funds holding IYZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

W.H. Reaves & Co's IYZ Position: Q1 2016 in Review

W.H. Reaves & Co sold out of iShares US Telecommunications ETF (IYZ) in Q1 2016, closing a stake of 8,870 shares — an estimated $255K sold.

W.H. Reaves & Co first reported a position in IYZ in Q4 2015 and held it in 1 quarter. The position peaked at $255K in Q4 2015. 112 funds tracked by Wall St. Rank hold IYZ as of Q1 2016.

  • W.H. Reaves & Co reported no remaining iShares US Telecommunications ETF position as of Q1 2016 after selling out during the quarter.
  • W.H. Reaves & Co sold 8,870 iShares US Telecommunications ETF shares in Q1 2016, an estimated $255K.
  • W.H. Reaves & Co first reported a position in iShares US Telecommunications ETF in Q4 2015 and held it in 1 quarter.
  • W.H. Reaves & Co's iShares US Telecommunications ETF position peaked at $255K in Q4 2015.
  • 112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2016.

Based on W.H. Reaves & Co's 13F filing for Q1 2016, filed 11 May 2016.