NCM
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Nelson Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Nelson Capital 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
2017
Q4 		– Sell
-1,464
Closed -$68K – 356
2017
Q3 		$68K Buy
+1,464
New +$64K 0.02% 114

Other funds holding SMH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Nelson Capital Management's SMH Position: Q4 2017 in Review

Nelson Capital Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2017, closing a stake of 1,464 shares — an estimated $68K sold.

Nelson Capital Management first reported a position in SMH in Q3 2017 and held it in 1 quarter. The position peaked at $68K in Q3 2017. 123 funds tracked by Wall St. Rank hold SMH as of Q4 2017.

  • Nelson Capital Management reported no remaining VanEck Semiconductor ETF position as of Q4 2017 after selling out during the quarter.
  • Nelson Capital Management sold 1,464 VanEck Semiconductor ETF shares in Q4 2017, an estimated $68K.
  • Nelson Capital Management first reported a position in VanEck Semiconductor ETF in Q3 2017 and held it in 1 quarter.
  • Nelson Capital Management's VanEck Semiconductor ETF position peaked at $68K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2017.

Based on Nelson Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.