West Oak Capital’s iShares Semiconductor ETF SOXX Stock Holding History

West Oak Capital’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	-300	Closed	-$14K	–	351
2017 Q2	$14K	Buy	+300	New	+$14.1K	0.01%	267

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

West Oak Capital's SOXX Position: Q3 2017 in Review

West Oak Capital sold out of iShares Semiconductor ETF (SOXX) in Q3 2017, closing a stake of 300 shares — an estimated $14K sold.

West Oak Capital first reported a position in SOXX in Q2 2017 and held it in 1 quarter. The position peaked at $14K in Q2 2017. 110 funds tracked by Wall St. Rank hold SOXX as of Q3 2017.

West Oak Capital reported no remaining iShares Semiconductor ETF position as of Q3 2017 after selling out during the quarter.
West Oak Capital sold 300 iShares Semiconductor ETF shares in Q3 2017, an estimated $14K.
West Oak Capital first reported a position in iShares Semiconductor ETF in Q2 2017 and held it in 1 quarter.
West Oak Capital's iShares Semiconductor ETF position peaked at $14K in Q2 2017.
110 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.