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Wilmington Savings Fund Society’s iShares US Telecommunications ETF IYZ Stock Holding History

Wilmington Savings Fund Society’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
2013
Q3 		– Sell
-8,651
Closed -$223K – 404
2013
Q2 		$223K Buy
+8,651
New +$226K 0.01% 353

Other funds holding IYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilmington Savings Fund Society's IYZ Position: Q3 2013 in Review

Wilmington Savings Fund Society sold out of iShares US Telecommunications ETF (IYZ) in Q3 2013, closing a stake of 8,651 shares — an estimated $223K sold.

Wilmington Savings Fund Society first reported a position in IYZ in Q2 2013 and held it in 1 quarter. The position peaked at $223K in Q2 2013. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Wilmington Savings Fund Society reported no remaining iShares US Telecommunications ETF position as of Q3 2013 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 8,651 iShares US Telecommunications ETF shares in Q3 2013, an estimated $223K.
  • Wilmington Savings Fund Society first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 1 quarter.
  • Wilmington Savings Fund Society's iShares US Telecommunications ETF position peaked at $223K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2013, filed 6 Nov 2013.