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AllSquare Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

AllSquare Wealth Management’s Portfolio CIBR Stock Details CIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-150
Closed -$3K – 199
2017
Q1 		$3K Hold
150
– – ﹤0.01% 316
2016
Q4 		$3K Buy
+150
New +$2.95K ﹤0.01% 293

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AllSquare Wealth Management's CIBR Position: Q2 2017 in Review

AllSquare Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2017, closing a stake of 150 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in CIBR in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 42 funds tracked by Wall St. Rank hold CIBR as of Q2 2017.

  • AllSquare Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 150 First Trust NASDAQ Cybersecurity ETF shares in Q2 2017, an estimated $3K.
  • AllSquare Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2016 and held it in 2 quarters.
  • AllSquare Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $3K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.