DWM
HACK icon

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

Dorchester 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
-10,900
Closed -$282K – 113
2015
Q4 		$282K Sell
10,900
-1,400
-11% -$36.9K 0.12% 92
2015
Q3 		$414K Sell
12,300
-200
-2% -$5.78K 0.15% 80
2015
Q2 		$493K Buy
+12,500
New +$382K 0.16% 83

Other funds holding HACK

LPL Financial
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
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

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

Dorchester Wealth Management sold out of Amplify Cybersecurity ETF (HACK) in Q1 2016, closing a stake of 10,900 shares — an estimated $282K sold.

Dorchester Wealth Management first reported a position in HACK in Q2 2015 and held it in 3 quarters. The position peaked at $493K in Q2 2015. 106 funds tracked by Wall St. Rank hold HACK as of Q1 2016.

  • Dorchester Wealth Management reported no remaining Amplify Cybersecurity ETF position as of Q1 2016 after selling out during the quarter.
  • Dorchester Wealth Management sold 10,900 Amplify Cybersecurity ETF shares in Q1 2016, an estimated $282K.
  • Dorchester Wealth Management first reported a position in Amplify Cybersecurity ETF in Q2 2015 and held it in 3 quarters.
  • Dorchester Wealth Management's Amplify Cybersecurity ETF position peaked at $493K in Q2 2015.
  • 106 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q1 2016.

Based on Dorchester Wealth Management's 13F filing for Q1 2016, filed 18 Apr 2016.