CWM
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Cabot Wealth Management’s Amplify Cybersecurity ETF HACK Stock Holding History

Cabot Wealth Management’s Portfolio HACK Stock Details HACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-27,957
Closed -$724K – 141
2015
Q4 		$724K Sell
27,957
-331
-1% -$8.73K 0.19% 107
2015
Q3 		$714K Buy
28,288
+14,327
+103% +$414K 0.2% 98
2015
Q2 		$440K Sell
13,961
-223
-2% -$6.81K 0.11% 116
2015
Q1 		$397K Hold
14,184
– – 0.1% 124
2014
Q4 		$376K Buy
+14,184
New +$367K 0.09% 128

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WJA
Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cabot Wealth Management's HACK Position: Q1 2016 in Review

Cabot Wealth Management sold out of Amplify Cybersecurity ETF (HACK) in Q1 2016, closing a stake of 27,957 shares — an estimated $724K sold.

Cabot Wealth Management first reported a position in HACK in Q4 2014 and held it in 5 quarters. The position peaked at $724K in Q4 2015. 106 funds tracked by Wall St. Rank hold HACK as of Q1 2016.

  • Cabot Wealth Management reported no remaining Amplify Cybersecurity ETF position as of Q1 2016 after selling out during the quarter.
  • Cabot Wealth Management sold 27,957 Amplify Cybersecurity ETF shares in Q1 2016, an estimated $724K.
  • Cabot Wealth Management first reported a position in Amplify Cybersecurity ETF in Q4 2014 and held it in 5 quarters.
  • Cabot Wealth Management's Amplify Cybersecurity ETF position peaked at $724K in Q4 2015.
  • 106 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q1 2016.

Based on Cabot Wealth Management's 13F filing for Q1 2016, filed 9 May 2016.