WFG Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

WFG Advisors’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	$14K	Hold	300	–	–	﹤0.01%	1046
2017 Q1	$14K	Sell	300 -300	-50%	-$13.1K	﹤0.01%	991
2016 Q4	$25K	Buy	600 +135	+29%	+$5.22K	0.01%	884
2016 Q3	$18K	Hold	465	–	–	﹤0.01%	971
2016 Q2	$15K	Hold	465	–	–	﹤0.01%	985
2016 Q1	$14K	Hold	465	–	–	﹤0.01%	969
2015 Q4	$14K	Hold	465	–	–	﹤0.01%	1000
2015 Q3	$13K	Hold	465	–	–	﹤0.01%	1027
2015 Q2	$14K	Sell	465 -600	-56%	-$19.2K	﹤0.01%	1092
2015 Q1	$33K	Hold	1,065	–	–	0.01%	838
2014 Q4	$33K	Hold	1,065	–	–	0.01%	1053
2014 Q3	$31K	Hold	1,065	–	–	0.01%	1107
2014 Q2	$31K	Sell	1,065 -600	-36%	-$16.2K	0.01%	1098
2014 Q1	$44K	Sell	1,665 -441	-21%	-$11K	0.01%	956
2013 Q4	$51K	Sell	2,106 -459	-18%	-$10.5K	0.01%	999
2013 Q3	$57K	Hold	2,565	–	–	0.01%	879
2013 Q2	$54K	Buy	+2,565	New	+$52.4K	0.01%	856

Other funds holding SOXX

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WFG Advisors's SOXX Position: Q2 2017 in Review

WFG Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q2 2017 at 300 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

WFG Advisors first reported a position in SOXX in Q2 2013 and has held it in 17 quarters since. The position peaked at $57K in Q3 2013. 112 funds tracked by Wall St. Rank hold SOXX as of Q2 2017.

WFG Advisors held 300 shares of iShares Semiconductor ETF worth $14K as of Q2 2017.
WFG Advisors left its iShares Semiconductor ETF share count unchanged in Q2 2017.
iShares Semiconductor ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1046 holding.
WFG Advisors first reported a position in iShares Semiconductor ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Semiconductor ETF position peaked at $57K in Q3 2013.
112 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2017.

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