Wealthspire Advisors (Maryland)’s VanEck Semiconductor ETF SMH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,312	Closed	-$123K	–	1764
2019 Q1	$123K	Sell	2,312 -142	-6%	-$7.03K	0.01%	569
2018 Q4	$107K	Sell	2,454 -30	-1%	-$1.41K	0.01%	585
2018 Q3	$132K	Sell	2,484 -52	-2%	-$2.76K	0.01%	582
2018 Q2	$130K	Sell	2,536 -654	-21%	-$34.2K	0.01%	600
2018 Q1	$166K	Sell	3,190 -444	-12%	-$23.4K	0.02%	531
2017 Q4	$178K	Sell	3,634 -1,172	-24%	-$58.4K	0.02%	529
2017 Q3	$224K	Sell	4,806 -2,814	-37%	-$123K	0.02%	439
2017 Q2	$312K	Sell	7,620 -4,182	-35%	-$173K	0.04%	336
2017 Q1	$470K	Buy	+11,802	New	+$449K	0.07%	197

Other funds holding SMH

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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s SMH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of VanEck Semiconductor ETF (SMH) in Q2 2019, closing a stake of 2,312 shares — an estimated $123K sold.

Wealthspire Advisors (Maryland) first reported a position in SMH in Q1 2017 and held it in 9 quarters. The position peaked at $470K in Q1 2017. 141 funds tracked by Wall St. Rank hold SMH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining VanEck Semiconductor ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,312 VanEck Semiconductor ETF shares in Q2 2019, an estimated $123K.
Wealthspire Advisors (Maryland) first reported a position in VanEck Semiconductor ETF in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s VanEck Semiconductor ETF position peaked at $470K in Q1 2017.
141 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.