Weatherly Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Weatherly Asset Management’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	–	Sell	-6,058	Closed	-$202K	–	167
2016 Q2	$202K	Buy	+6,058	New	+$190K	0.07%	171
2014 Q3	–	Sell	-8,692	Closed	-$264K	–	168
2014 Q2	$264K	Hold	8,692	–	–	0.11%	125
2014 Q1	$261K	Sell	8,692 -133	-2%	-$3.88K	0.12%	120
2013 Q4	$262K	Hold	8,825	–	–	0.13%	119
2013 Q3	$243K	Hold	8,825	–	–	0.12%	123
2013 Q2	$228K	Buy	+8,825	New	+$231K	0.13%	118

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Weatherly Asset Management's IYZ Position: Q3 2016 in Review

Weatherly Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 6,058 shares — an estimated $202K sold.

Weatherly Asset Management first reported a position in IYZ in Q2 2013 and held it in 6 quarters. The position peaked at $264K in Q2 2014. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

Weatherly Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
Weatherly Asset Management sold 6,058 iShares US Telecommunications ETF shares in Q3 2016, an estimated $202K.
Weatherly Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 6 quarters.
Weatherly Asset Management's iShares US Telecommunications ETF position peaked at $264K in Q2 2014.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on Weatherly Asset Management's 13F filing for Q3 2016, filed 1 Nov 2016.