Kabarec Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Kabarec Financial 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
2018 Q2	$22K	Hold	369	–	–	0.02%	64
2018 Q1	$22K	Hold	369	–	–	0.01%	63
2017 Q4	$21K	Buy	+369	New	+$21K	0.01%	65

Other funds holding SOXX

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Kabarec Financial Advisors's SOXX Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q2 2018 at 369 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #64.

Kabarec Financial Advisors first reported a position in SOXX in Q4 2017 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold SOXX as of Q2 2018.

Kabarec Financial Advisors held 369 shares of iShares Semiconductor ETF worth $22K as of Q2 2018.
Kabarec Financial Advisors left its iShares Semiconductor ETF share count unchanged in Q2 2018.
iShares Semiconductor ETF made up 0.02% of Kabarec Financial Advisors's portfolio in Q2 2018, its #64 holding.
Kabarec Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2017 and has held it in 3 quarters since.
152 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.