Omnia Family Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Omnia Family Wealth’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
2017 Q1	–	Sell	-207	Closed	-$8K	–	767
2016 Q4	$8K	Buy	+207	New	+$8K	﹤0.01%	321

Other funds holding SOXX

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Citigroup New York $235B AUM 32.99% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Omnia Family Wealth's SOXX Position: Q1 2017 in Review

Omnia Family Wealth sold out of iShares Semiconductor ETF (SOXX) in Q1 2017, closing a stake of 207 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in SOXX in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 103 funds tracked by Wall St. Rank hold SOXX as of Q1 2017.

Omnia Family Wealth reported no remaining iShares Semiconductor ETF position as of Q1 2017 after selling out during the quarter.
Omnia Family Wealth sold 207 iShares Semiconductor ETF shares in Q1 2017, an estimated $8K.
Omnia Family Wealth first reported a position in iShares Semiconductor ETF in Q4 2016 and held it in 1 quarter.
Omnia Family Wealth's iShares Semiconductor ETF position peaked at $8K in Q4 2016.
103 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.