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Crow Point Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Crow Point 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
2017
Q4 		– Sell
-15,525
Closed -$814K – 283
2017
Q3 		$814K Buy
+15,525
New +$772K 0.13% 69

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crow Point Partners's SOXX Position: Q4 2017 in Review

Crow Point Partners sold out of iShares Semiconductor ETF (SOXX) in Q4 2017, closing a stake of 15,525 shares — an estimated $814K sold.

Crow Point Partners first reported a position in SOXX in Q3 2017 and held it in 1 quarter. The position peaked at $814K in Q3 2017. 137 funds tracked by Wall St. Rank hold SOXX as of Q4 2017.

  • Crow Point Partners reported no remaining iShares Semiconductor ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 15,525 iShares Semiconductor ETF shares in Q4 2017, an estimated $814K.
  • Crow Point Partners first reported a position in iShares Semiconductor ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's iShares Semiconductor ETF position peaked at $814K in Q3 2017.
  • 137 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.