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USA Financial Formulas’s iShares Semiconductor ETF SOXX Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-19,926
Closed -$909K – 311
2017
Q1 		$909K Buy
+19,926
New +$869K 0.22% 101

Other funds holding SOXX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

USA Financial Formulas's SOXX Position: Q2 2017 in Review

USA Financial Formulas sold out of iShares Semiconductor ETF (SOXX) in Q2 2017, closing a stake of 19,926 shares — an estimated $909K sold.

USA Financial Formulas first reported a position in SOXX in Q1 2017 and held it in 1 quarter. The position peaked at $909K in Q1 2017. 112 funds tracked by Wall St. Rank hold SOXX as of Q2 2017.

  • USA Financial Formulas reported no remaining iShares Semiconductor ETF position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 19,926 iShares Semiconductor ETF shares in Q2 2017, an estimated $909K.
  • USA Financial Formulas first reported a position in iShares Semiconductor ETF in Q1 2017 and held it in 1 quarter.
  • USA Financial Formulas's iShares Semiconductor ETF position peaked at $909K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.