TCM
SOXX icon

Tuttle Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Tuttle Capital Management’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
2017
Q3 		– Sell
-16,518
Closed -$772K – 111
2017
Q2 		$772K Buy
+16,518
New +$779K 0.6% 32

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Tuttle Capital Management's SOXX Position: Q3 2017 in Review

Tuttle Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2017, closing a stake of 16,518 shares — an estimated $772K sold.

Tuttle Capital Management first reported a position in SOXX in Q2 2017 and held it in 1 quarter. The position peaked at $772K in Q2 2017. 110 funds tracked by Wall St. Rank hold SOXX as of Q3 2017.

  • Tuttle Capital Management reported no remaining iShares Semiconductor ETF position as of Q3 2017 after selling out during the quarter.
  • Tuttle Capital Management sold 16,518 iShares Semiconductor ETF shares in Q3 2017, an estimated $772K.
  • Tuttle Capital Management first reported a position in iShares Semiconductor ETF in Q2 2017 and held it in 1 quarter.
  • Tuttle Capital Management's iShares Semiconductor ETF position peaked at $772K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2017.

Based on Tuttle Capital Management's 13F filing for Q3 2017, filed 15 Nov 2017.