Concert Wealth Management’s Amplify Cybersecurity ETF HACK Stock Holding History

Concert 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 Q4	–	Sell	-13,749	Closed	-$385K	–	661
2016 Q3	$385K	Buy	+13,749	New	+$361K	0.05%	430
2015 Q4	–	Sell	-14,360	Closed	-$367K	–	714
2015 Q3	$367K	Sell	14,360 -6,956	-33%	-$201K	0.05%	430
2015 Q2	$674K	Buy	+21,316	New	+$651K	0.09%	298

Other funds holding HACK

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WJA

Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Concert Wealth Management sold out of Amplify Cybersecurity ETF (HACK) in Q4 2016, closing a stake of 13,749 shares — an estimated $385K sold.

Concert Wealth Management first reported a position in HACK in Q2 2015 and held it in 3 quarters. The position peaked at $674K in Q2 2015. 103 funds tracked by Wall St. Rank hold HACK as of Q4 2016.

Concert Wealth Management reported no remaining Amplify Cybersecurity ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 13,749 Amplify Cybersecurity ETF shares in Q4 2016, an estimated $385K.
Concert Wealth Management first reported a position in Amplify Cybersecurity ETF in Q2 2015 and held it in 3 quarters.
Concert Wealth Management's Amplify Cybersecurity ETF position peaked at $674K in Q2 2015.
103 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2016.

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