WFG Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

WFG Advisors’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 Q2	–	Sell	-45	Closed	-$1K	–	1628
2016 Q1	$1K	Sell	45 -200	-82%	-$5.67K	﹤0.01%	1422
2015 Q4	$7K	Hold	245	–	–	﹤0.01%	1160
2015 Q3	$7K	Hold	245	–	–	﹤0.01%	1181
2015 Q2	$7K	Hold	245	–	–	﹤0.01%	1271
2015 Q1	$7K	Sell	245 -2,201	-90%	-$66.1K	﹤0.01%	1287
2014 Q4	$72K	Sell	2,446 -1,556	-39%	-$46K	0.01%	747
2014 Q3	$120K	Sell	4,002 -426	-10%	-$13K	0.02%	599
2014 Q2	$134K	Buy	4,428 +944	+27%	+$28K	0.03%	556
2014 Q1	$104K	Buy	3,484 +2,960	+565%	+$86.4K	0.02%	625
2013 Q4	$16K	Hold	524	–	–	﹤0.01%	1423
2013 Q3	$14K	Hold	524	–	–	﹤0.01%	1398
2013 Q2	$14K	Buy	+524	New	+$13.7K	﹤0.01%	1348

Other funds holding IYZ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

WFG Advisors's IYZ Position: Q2 2016 in Review

WFG Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2016, closing a stake of 45 shares — an estimated $1K sold.

WFG Advisors first reported a position in IYZ in Q2 2013 and held it in 12 quarters. The position peaked at $134K in Q2 2014. 136 funds tracked by Wall St. Rank hold IYZ as of Q2 2016.

WFG Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 45 iShares US Telecommunications ETF shares in Q2 2016, an estimated $1K.
WFG Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 12 quarters.
WFG Advisors's iShares US Telecommunications ETF position peaked at $134K in Q2 2014.
136 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.