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HL Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

HL Financial Services’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
Q1 		$286K Sell
4,527
-279
-6% -$16.5K ﹤0.01% 626
2018
Q4 		$251K Buy
4,806
+192
+4% +$10.5K ﹤0.01% 639
2018
Q3 		$285K Buy
+4,614
New +$285K ﹤0.01% 653

Other funds holding SOXX

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
CFS
Ceros Financial Services Rockville, Maryland $316M AUM

HL Financial Services's SOXX Position: Q1 2019 in Review

HL Financial Services reduced its iShares Semiconductor ETF (SOXX) stake by 5.8% in Q1 2019, selling an estimated $16.5K and leaving 4,527 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

HL Financial Services first reported a position in SOXX in Q3 2018 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold SOXX as of Q1 2019.

  • HL Financial Services held 4,527 shares of iShares Semiconductor ETF worth $286K as of Q1 2019.
  • HL Financial Services sold 279 iShares Semiconductor ETF shares in Q1 2019, an estimated $16.5K.
  • iShares Semiconductor ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #626 holding.
  • HL Financial Services first reported a position in iShares Semiconductor ETF in Q3 2018 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.