EWM
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Executive Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Executive 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
2019
Q3 		– Sell
-16
Closed -$1K – 678
2019
Q2 		$1K Hold
16
– – ﹤0.01% 871
2019
Q1 		$1K Hold
16
– – ﹤0.01% 806
2018
Q4 		$1K Buy
+16
New +$751 ﹤0.01% 852

Other funds holding SMH

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Executive Wealth Management's SMH Position: Q3 2019 in Review

Executive Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in SMH in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 142 funds tracked by Wall St. Rank hold SMH as of Q3 2019.

  • Executive Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 16 VanEck Semiconductor ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's VanEck Semiconductor ETF position peaked at $1K in Q2 2019.
  • 142 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.