WOC
IYZ icon

West Oak Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

West Oak Capital’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
2020
Q3 		– Sell
-5
Closed – – 312
2020
Q2 		$0 Hold
5
– – ﹤0.01% 317
2020
Q1 		$0 Hold
5
– – ﹤0.01% 300
2019
Q4 		$0 Buy
+5
New +$147 ﹤0.01% 298

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

West Oak Capital's IYZ Position: Q3 2020 in Review

West Oak Capital sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 5 shares.

West Oak Capital first reported a position in IYZ in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

  • West Oak Capital reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
  • West Oak Capital sold 5 iShares US Telecommunications ETF shares in Q3 2020.
  • West Oak Capital first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 3 quarters.
  • West Oak Capital's iShares US Telecommunications ETF position peaked at $0 in Q2 2020.
  • 105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on West Oak Capital's 13F filing for Q3 2020, filed 9 Oct 2020.