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

Doyle 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
2019
Q3 		– Sell
-250
Closed -$7K – 293
2019
Q2 		$7K Buy
+250
New +$7.11K ﹤0.01% 685
2019
Q1 		– Sell
-250
Closed -$6K – 282
2018
Q4 		$6K Buy
+250
New +$6.26K ﹤0.01% 694

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Doyle Wealth Management's CIBR Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2019, closing a stake of 250 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in CIBR in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 123 funds tracked by Wall St. Rank hold CIBR as of Q3 2019.

  • Doyle Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 250 First Trust NASDAQ Cybersecurity ETF shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $7K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.