WFG Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

WFG Advisors’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
2017 Q2	$131K	Buy	3,200 +600	+23%	+$24.8K	0.03%	468
2017 Q1	$104K	Buy	2,600 +600	+30%	+$22.8K	0.03%	470
2016 Q4	$72K	Buy	2,000 +400	+25%	+$14K	0.02%	626
2016 Q3	$56K	Hold	1,600	–	–	0.01%	682
2016 Q2	$46K	Buy	+1,600	New	+$43.9K	0.01%	705

Other funds holding SMH

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

WFG Advisors's SMH Position: Q2 2017 in Review

WFG Advisors increased its VanEck Semiconductor ETF (SMH) stake by 23% in Q2 2017, buying an estimated $24.8K and bringing the position to 3,200 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #468.

WFG Advisors first reported a position in SMH in Q2 2016 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold SMH as of Q2 2017.

WFG Advisors held 3,200 shares of VanEck Semiconductor ETF worth $131K as of Q2 2017.
WFG Advisors bought 600 VanEck Semiconductor ETF shares in Q2 2017, an estimated $24.8K.
VanEck Semiconductor ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #468 holding.
WFG Advisors first reported a position in VanEck Semiconductor ETF in Q2 2016 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.