Strategic Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Strategic Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-79,194	Closed	-$3.16M	–	18
2017 Q1	$3.16M	Sell	79,194 -1,044	-1%	-$39.7K	4.29%	11
2016 Q4	$2.87M	Buy	+80,238	New	+$2.8M	2.95%	15
2015 Q3	–	Sell	-218,230	Closed	-$5.95M	–	32
2015 Q2	$5.95M	Sell	218,230 -8,690	-4%	-$247K	6.89%	2
2015 Q1	$6.27M	Buy	+226,920	New	+$6.27M	6.25%	5

Other funds holding SMH

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Strategic Wealth Management's SMH Position: Q2 2017 in Review

Strategic Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q2 2017, closing a stake of 79,194 shares — an estimated $3.16M sold.

Strategic Wealth Management first reported a position in SMH in Q1 2015 and held it in 4 quarters. The position peaked at $6.27M in Q1 2015. 97 funds tracked by Wall St. Rank hold SMH as of Q2 2017.

Strategic Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q2 2017 after selling out during the quarter.
Strategic Wealth Management sold 79,194 VanEck Semiconductor ETF shares in Q2 2017, an estimated $3.16M.
Strategic Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2015 and held it in 4 quarters.
Strategic Wealth Management's VanEck Semiconductor ETF position peaked at $6.27M in Q1 2015.
97 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2017.

Based on Strategic Wealth Management's 13F filing for Q2 2017, filed 11 Jul 2017.