Moody Lynn & Lieberson’s VanEck Semiconductor ETF SMH Stock Holding History

Moody Lynn & Lieberson’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
2017 Q1	–	Sell	-153,540	Closed	-$5.5M	–	182
2016 Q4	$5.5M	Buy	+153,540	New	+$5.36M	0.79%	43
2013 Q3	–	Sell	-94,400	Closed	-$1.78M	–	194
2013 Q2	$1.78M	Buy	+94,400	New	+$1.75M	0.31%	82

Other funds holding SMH

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Moody Lynn & Lieberson's SMH Position: Q1 2017 in Review

Moody Lynn & Lieberson sold out of VanEck Semiconductor ETF (SMH) in Q1 2017, closing a stake of 153,540 shares — an estimated $5.5M sold.

Moody Lynn & Lieberson first reported a position in SMH in Q2 2013 and held it in 2 quarters. The position peaked at $5.5M in Q4 2016. 89 funds tracked by Wall St. Rank hold SMH as of Q1 2017.

Moody Lynn & Lieberson reported no remaining VanEck Semiconductor ETF position as of Q1 2017 after selling out during the quarter.
Moody Lynn & Lieberson sold 153,540 VanEck Semiconductor ETF shares in Q1 2017, an estimated $5.5M.
Moody Lynn & Lieberson first reported a position in VanEck Semiconductor ETF in Q2 2013 and held it in 2 quarters.
Moody Lynn & Lieberson's VanEck Semiconductor ETF position peaked at $5.5M in Q4 2016.
89 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2017, filed 2 May 2017.