Cardan Capital Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cardan Capital Partners’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,682	Closed	-$661K	–	199
2017 Q4	$661K	Buy	11,682 +42	+0.4%	+$2.39K	0.13%	80
2017 Q3	$615K	Buy	11,640 +1,896	+19%	+$94.3K	0.12%	78
2017 Q2	$455K	Buy	+9,744	New	+$459K	0.09%	88
2016 Q4	–	Sell	-7,053	Closed	-$266K	–	121
2016 Q3	$266K	Buy	+7,053	New	+$246K	0.06%	92

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cardan Capital Partners's SOXX Position: Q1 2018 in Review

Cardan Capital Partners sold out of iShares Semiconductor ETF (SOXX) in Q1 2018, closing a stake of 11,682 shares — an estimated $661K sold.

Cardan Capital Partners first reported a position in SOXX in Q3 2016 and held it in 4 quarters. The position peaked at $661K in Q4 2017. 148 funds tracked by Wall St. Rank hold SOXX as of Q1 2018.

Cardan Capital Partners reported no remaining iShares Semiconductor ETF position as of Q1 2018 after selling out during the quarter.
Cardan Capital Partners sold 11,682 iShares Semiconductor ETF shares in Q1 2018, an estimated $661K.
Cardan Capital Partners first reported a position in iShares Semiconductor ETF in Q3 2016 and held it in 4 quarters.
Cardan Capital Partners's iShares Semiconductor ETF position peaked at $661K in Q4 2017.
148 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2018.

Based on Cardan Capital Partners's 13F filing for Q1 2018, filed 12 Apr 2018.