Smith & Howard Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Smith & Howard Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-235	Closed	-$21K	–	54
2013 Q4	$21K	Hold	235	–	–	0.01%	161
2013 Q3	$19K	Hold	235	–	–	0.01%	161
2013 Q2	$16K	Buy	+235	New	+$16.4K	0.01%	147

Other funds holding BBH

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

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

LFM

Lumina Fund Management New York $164M AUM 27.72% 1-Year Est. Return

AHS

Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return

Smith & Howard Wealth Management's BBH Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of VanEck Biotech ETF (BBH) in Q1 2014, closing a stake of 235 shares — an estimated $21K sold.

Smith & Howard Wealth Management first reported a position in BBH in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q4 2013. 59 funds tracked by Wall St. Rank hold BBH as of Q1 2014.

Smith & Howard Wealth Management reported no remaining VanEck Biotech ETF position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 235 VanEck Biotech ETF shares in Q1 2014, an estimated $21K.
Smith & Howard Wealth Management first reported a position in VanEck Biotech ETF in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's VanEck Biotech ETF position peaked at $21K in Q4 2013.
59 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.