Clear Perspective Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Clear Perspective Advisors’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
2019 Q3	–	Sell	-1,200	Closed	-$79K	–	186
2019 Q2	$79K	Buy	+1,200	New	+$78.4K	0.05%	151
2018 Q3	–	Sell	-2,100	Closed	-$125K	–	388
2018 Q2	$125K	Sell	2,100 -300	-13%	-$18.2K	0.09%	177
2018 Q1	$144K	Buy	+2,400	New	+$146K	0.11%	158
2017 Q4	–	Sell	-2,100	Closed	-$119K	–	172
2017 Q3	$111K	Hold	2,100	–	–	0.09%	176
2017 Q2	$98K	Buy	2,100 +600	+40%	+$28.3K	0.08%	170
2017 Q1	$68K	Buy	1,500 +450	+43%	+$19.6K	0.05%	191
2016 Q4	$43K	Buy	+1,050	New	+$40.6K	0.03%	212

Other funds holding SOXX

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Clear Perspective Advisors's SOXX Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2019, closing a stake of 1,200 shares — an estimated $79K sold.

Clear Perspective Advisors first reported a position in SOXX in Q4 2016 and held it in 7 quarters. The position peaked at $144K in Q1 2018. 184 funds tracked by Wall St. Rank hold SOXX as of Q3 2019.

Clear Perspective Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,200 iShares Semiconductor ETF shares in Q3 2019, an estimated $79K.
Clear Perspective Advisors first reported a position in iShares Semiconductor ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's iShares Semiconductor ETF position peaked at $144K in Q1 2018.
184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.