WAS
IYZ icon

Winch Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-1,661
Closed -$54K – 277
2016
Q3 		$54K Sell
1,661
-21
-1% -$692 0.04% 88
2016
Q2 		$56K Buy
+1,682
New +$52.6K 0.07% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winch Advisory Services's IYZ Position: Q4 2016 in Review

Winch Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q4 2016, closing a stake of 1,661 shares — an estimated $54K sold.

Winch Advisory Services first reported a position in IYZ in Q2 2016 and held it in 2 quarters. The position peaked at $56K in Q2 2016. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

  • Winch Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 1,661 iShares US Telecommunications ETF shares in Q4 2016, an estimated $54K.
  • Winch Advisory Services first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 2 quarters.
  • Winch Advisory Services's iShares US Telecommunications ETF position peaked at $56K in Q2 2016.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.