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Wilbanks Smith & Thomas Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Wilbanks Smith & Thomas 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
-12,420
Closed -$414K – 300
2016
Q2 		$414K Sell
12,420
-12,265
-50% -$384K 0.04% 186
2016
Q1 		$759K Buy
+24,685
New +$699K 0.09% 140

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

Wilbanks Smith & Thomas Asset Management's IYZ Position: Q3 2016 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 12,420 shares — an estimated $414K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IYZ in Q1 2016 and held it in 2 quarters. The position peaked at $759K in Q1 2016. 123 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 12,420 iShares US Telecommunications ETF shares in Q3 2016, an estimated $414K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares US Telecommunications ETF position peaked at $759K in Q1 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.