YWP
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YorkBridge Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-300
Closed -$17K – 562
2019
Q2 		$17K Buy
+300
New +$16.3K 0.01% 494

Other funds holding SMH

Bank of Nova Scotia
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

YorkBridge Wealth Partners's SMH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of VanEck Semiconductor ETF (SMH) in Q3 2019, closing a stake of 300 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in SMH in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 142 funds tracked by Wall St. Rank hold SMH as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining VanEck Semiconductor ETF position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 300 VanEck Semiconductor ETF shares in Q3 2019, an estimated $17K.
  • YorkBridge Wealth Partners first reported a position in VanEck Semiconductor ETF in Q2 2019 and held it in 1 quarter.
  • YorkBridge Wealth Partners's VanEck Semiconductor ETF position peaked at $17K in Q2 2019.
  • 142 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.