BWA
CYBR

Burt Wealth Advisors’s CyberArk CYBR Stock Holding History

Burt Wealth Advisors’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$18K – 402
2015
Q2 		$18K Buy
300
+50
+20% +$3.2K 0.02% 214
2015
Q1 		$14K Buy
+250
New +$11.8K 0.01% 213

Other funds holding CYBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Cupps Capital Management Chicago, Illinois $231M AUM 49.73% 1-Year Est. Return

Burt Wealth Advisors's CYBR Position: Q3 2015 in Review

Burt Wealth Advisors sold out of CyberArk (CYBR) in Q3 2015, closing a stake of 300 shares — an estimated $18K sold.

Burt Wealth Advisors first reported a position in CYBR in Q1 2015 and held it in 2 quarters. The position peaked at $18K in Q2 2015. 126 funds tracked by Wall St. Rank hold CYBR as of Q3 2015.

  • Burt Wealth Advisors reported no remaining CyberArk position as of Q3 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 300 CyberArk shares in Q3 2015, an estimated $18K.
  • Burt Wealth Advisors first reported a position in CyberArk in Q1 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's CyberArk position peaked at $18K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held CyberArk as of Q3 2015.

Based on Burt Wealth Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.