Veritable’s iShares Semiconductor ETF SOXX Stock Holding History

Veritable’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
2014 Q1	–	Sell	-306	Closed	-$7K	–	995
2013 Q4	$7K	Buy	+306	New	+$7.02K	﹤0.01%	965

Other funds holding SOXX

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Veritable's SOXX Position: Q1 2014 in Review

Veritable sold out of iShares Semiconductor ETF (SOXX) in Q1 2014, closing a stake of 306 shares — an estimated $7K sold.

Veritable first reported a position in SOXX in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 52 funds tracked by Wall St. Rank hold SOXX as of Q1 2014.

Veritable reported no remaining iShares Semiconductor ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 306 iShares Semiconductor ETF shares in Q1 2014, an estimated $7K.
Veritable first reported a position in iShares Semiconductor ETF in Q4 2013 and held it in 1 quarter.
Veritable's iShares Semiconductor ETF position peaked at $7K in Q4 2013.
52 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.