CWM
HACK icon

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 – 715
2015
Q3 		$367K Sell
14,360
-6,956
-33% -$201K 0.05% 430
2015
Q2 		$674K Buy
+21,316
New +$651K 0.09% 298

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BCM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.91B AUM 24.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return