Sequoia Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Sequoia Wealth Management’s Portfolio SKYY Stock Details SKYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$735K	Sell	12,180 -5,641	-32%	-$330K	5.7%	9
2019 Q3	$1.01M	Buy	17,821 +12,292	+222%	+$712K	2.07%	11
2019 Q2	$329K	Sell	5,529 -11,576	-68%	-$680K	0.31%	39
2019 Q1	$986K	Sell	17,105 -3,593	-17%	-$196K	0.8%	26
2018 Q4	$1M	Buy	20,698 +5,525	+36%	+$283K	0.99%	24
2018 Q3	$863K	Buy	15,173 +2,361	+18%	+$131K	0.74%	32
2018 Q2	$690K	Buy	12,812 +162	+1%	+$8.38K	0.73%	30
2018 Q1	$613K	Sell	12,650 -877	-6%	-$42.7K	0.59%	31
2017 Q4	$643K	Buy	+13,527	New	+$600K	0.58%	32

Other funds holding SKYY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sequoia Wealth Management's SKYY Position: Q4 2019 in Review

Sequoia Wealth Management reduced its First Trust Cloud Computing ETF (SKYY) stake by 32% in Q4 2019, selling an estimated $330K and leaving 12,180 shares worth $735K. The position accounts for 5.7% of the portfolio, ranked #9.

Sequoia Wealth Management first reported a position in SKYY in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2019. 220 funds tracked by Wall St. Rank hold SKYY as of Q4 2019.

Sequoia Wealth Management held 12,180 shares of First Trust Cloud Computing ETF worth $735K as of Q4 2019.
Sequoia Wealth Management sold 5,641 First Trust Cloud Computing ETF shares in Q4 2019, an estimated $330K.
First Trust Cloud Computing ETF made up 5.7% of Sequoia Wealth Management's portfolio in Q4 2019, its #9 holding.
Sequoia Wealth Management first reported a position in First Trust Cloud Computing ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's First Trust Cloud Computing ETF position peaked at $1.01M in Q3 2019.
220 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.