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WealthPLAN Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

WealthPLAN Partners’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
Q3 		$58.8K Sell
1,841
-6
-0.3% -$198 0.02% 307
2016
Q2 		$62 Buy
+1,847
New +$57.8K ﹤0.01% 2446

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's IYZ Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares US Telecommunications ETF (IYZ) stake by 0.32% in Q3 2016, selling an estimated $198 and leaving 1,841 shares worth $58.8K. The position accounts for 0.02% of the portfolio, ranked #307.

WealthPLAN Partners first reported a position in IYZ in Q2 2016 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

  • WealthPLAN Partners held 1,841 shares of iShares US Telecommunications ETF worth $58.8K as of Q3 2016.
  • WealthPLAN Partners sold 6 iShares US Telecommunications ETF shares in Q3 2016, an estimated $198.
  • iShares US Telecommunications ETF made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #307 holding.
  • WealthPLAN Partners first reported a position in iShares US Telecommunications ETF in Q2 2016 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.