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

Concert 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
2016
Q4 		– Sell
-750
Closed -$15K – 527
2016
Q3 		$15K Buy
+750
New +$13.9K ﹤0.01% 924

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $445M AUM 17.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concert Wealth Management's CIBR Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2016, closing a stake of 750 shares — an estimated $15K sold.

Concert Wealth Management first reported a position in CIBR in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 31 funds tracked by Wall St. Rank hold CIBR as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 750 First Trust NASDAQ Cybersecurity ETF shares in Q4 2016, an estimated $15K.
  • Concert Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $15K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.