Braver Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Braver Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$13.4M	Sell	373,676 -12,426	-3%	-$434K	2.17%	7
2016 Q3	$13.4M	Buy	+386,102	New	+$12.4M	2.25%	10
2015 Q3	–	Sell	-307,222	Closed	-$8.38M	–	93
2015 Q2	$8.38M	Buy	307,222 +197,556	+180%	+$5.61M	2.04%	10
2015 Q1	$3.03M	Sell	109,666 -355,276	-76%	-$9.82M	0.62%	29
2014 Q4	$12.7M	Buy	464,942 +219,054	+89%	+$5.7M	2.6%	10
2014 Q3	$6.28M	Sell	245,888 -8,964	-4%	-$227K	1.89%	12
2014 Q2	$6.31M	Buy	+254,852	New	+$5.89M	1.63%	14

Other funds holding SMH

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Braver Wealth Management's SMH Position: Q4 2016 in Review

Braver Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 3.2% in Q4 2016, selling an estimated $434K and leaving 373,676 shares worth $13.4M. The position accounts for 2.17% of the portfolio, ranked #7.

Braver Wealth Management first reported a position in SMH in Q2 2014 and has held it in 7 quarters since. The position peaked at $13.4M in Q3 2016. 87 funds tracked by Wall St. Rank hold SMH as of Q4 2016.

Braver Wealth Management held 373,676 shares of VanEck Semiconductor ETF worth $13.4M as of Q4 2016.
Braver Wealth Management sold 12,426 VanEck Semiconductor ETF shares in Q4 2016, an estimated $434K.
VanEck Semiconductor ETF made up 2.17% of Braver Wealth Management's portfolio in Q4 2016, its #7 holding.
Braver Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2014 and has held it in 7 quarters since.
Braver Wealth Management's VanEck Semiconductor ETF position peaked at $13.4M in Q3 2016.
87 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.