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

Catamount 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
2017
Q4 		– Sell
-1,800
Closed -$54K – 197
2017
Q3 		$54K Hold
1,800
– – 0.03% 75
2017
Q2 		$54K Hold
1,800
– – 0.03% 85
2017
Q1 		$53K Hold
1,800
– – 0.04% 80
2016
Q4 		$48K Hold
1,800
– – 0.04% 71
2016
Q3 		$50K Buy
+1,800
New +$47.3K 0.04% 69

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BCM
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
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RTS
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Catamount Wealth Management's HACK Position: Q4 2017 in Review

Catamount Wealth Management sold out of Amplify Cybersecurity ETF (HACK) in Q4 2017, closing a stake of 1,800 shares — an estimated $54K sold.

Catamount Wealth Management first reported a position in HACK in Q3 2016 and held it in 5 quarters. The position peaked at $54K in Q3 2017. 151 funds tracked by Wall St. Rank hold HACK as of Q4 2017.

  • Catamount Wealth Management reported no remaining Amplify Cybersecurity ETF position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 1,800 Amplify Cybersecurity ETF shares in Q4 2017, an estimated $54K.
  • Catamount Wealth Management first reported a position in Amplify Cybersecurity ETF in Q3 2016 and held it in 5 quarters.
  • Catamount Wealth Management's Amplify Cybersecurity ETF position peaked at $54K in Q3 2017.
  • 151 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.