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Smith & Howard Wealth Management’s VanEck Steel ETF SLX Stock Holding History

Smith & Howard Wealth Management’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,500
Closed -$124K – 187
2013
Q4 		$124K Hold
2,500
– – 0.07% 72
2013
Q3 		$112K Buy
+2,500
New +$106K 0.07% 62

Other funds holding SLX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of VanEck Steel ETF (SLX) in Q1 2014, closing a stake of 2,500 shares — an estimated $124K sold.

Smith & Howard Wealth Management first reported a position in SLX in Q3 2013 and held it in 2 quarters. The position peaked at $124K in Q4 2013. 29 funds tracked by Wall St. Rank hold SLX as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining VanEck Steel ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,500 VanEck Steel ETF shares in Q1 2014, an estimated $124K.
  • Smith & Howard Wealth Management first reported a position in VanEck Steel ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's VanEck Steel ETF position peaked at $124K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2014.

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