Bruderman Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bruderman Asset 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
2020 Q2	–	Sell	-6,832	Closed	-$380K	–	94
2020 Q1	$380K	Sell	6,832 -44,562	-87%	-$3M	0.15%	71
2019 Q4	$3.72M	Sell	51,394 -7,738	-13%	-$507K	1.16%	36
2019 Q3	$3.94M	Buy	+59,132	New	+$3.42M	0.99%	39

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bruderman Asset Management's SMH Position: Q2 2020 in Review

Bruderman Asset Management sold out of VanEck Semiconductor ETF (SMH) in Q2 2020, closing a stake of 6,832 shares — an estimated $380K sold.

Bruderman Asset Management first reported a position in SMH in Q3 2019 and held it in 3 quarters. The position peaked at $3.94M in Q3 2019. 214 funds tracked by Wall St. Rank hold SMH as of Q2 2020.

Bruderman Asset Management reported no remaining VanEck Semiconductor ETF position as of Q2 2020 after selling out during the quarter.
Bruderman Asset Management sold 6,832 VanEck Semiconductor ETF shares in Q2 2020, an estimated $380K.
Bruderman Asset Management first reported a position in VanEck Semiconductor ETF in Q3 2019 and held it in 3 quarters.
Bruderman Asset Management's VanEck Semiconductor ETF position peaked at $3.94M in Q3 2019.
214 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2020.

Based on Bruderman Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.