SHJ
SOXX icon

Sharkey, Howes & Javer’s iShares Semiconductor ETF SOXX Stock Holding History

Sharkey, Howes & Javer’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
2015
Q3 		– Sell
-1,317
Closed -$40K – 231
2015
Q2 		$40K Hold
1,317
– – 0.03% 96
2015
Q1 		$41K Buy
+1,317
New +$41.1K 0.03% 109

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sharkey, Howes & Javer's SOXX Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of iShares Semiconductor ETF (SOXX) in Q3 2015, closing a stake of 1,317 shares — an estimated $40K sold.

Sharkey, Howes & Javer first reported a position in SOXX in Q1 2015 and held it in 2 quarters. The position peaked at $41K in Q1 2015. 51 funds tracked by Wall St. Rank hold SOXX as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining iShares Semiconductor ETF position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,317 iShares Semiconductor ETF shares in Q3 2015, an estimated $40K.
  • Sharkey, Howes & Javer first reported a position in iShares Semiconductor ETF in Q1 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's iShares Semiconductor ETF position peaked at $41K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.