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 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

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. 124 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.
124 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.