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Washington Trust Bank’s iShares US Telecommunications ETF IYZ Stock Holding History

Washington Trust Bank’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
2015
Q3 		– Sell
-142
Closed -$4K – 789
2015
Q2 		$4K Buy
+142
New +$4.33K ﹤0.01% 731
2013
Q4 		– Hold
0
– – – 133

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Washington Trust Bank's IYZ Position: Q3 2015 in Review

Washington Trust Bank sold out of iShares US Telecommunications ETF (IYZ) in Q3 2015, closing a stake of 142 shares — an estimated $4K sold.

Washington Trust Bank first reported a position in IYZ in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 101 funds tracked by Wall St. Rank hold IYZ as of Q3 2015.

  • Washington Trust Bank reported no remaining iShares US Telecommunications ETF position as of Q3 2015 after selling out during the quarter.
  • Washington Trust Bank sold 142 iShares US Telecommunications ETF shares in Q3 2015, an estimated $4K.
  • Washington Trust Bank first reported a position in iShares US Telecommunications ETF in Q2 2015 and held it in 1 quarter.
  • Washington Trust Bank's iShares US Telecommunications ETF position peaked at $4K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2015.

Based on Washington Trust Bank's 13F filing for Q3 2015, filed 7 Oct 2015.