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

Harvest Group 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
-70
Closed -$2K – 1029
2019
Q2 		$2K Hold
70
– – ﹤0.01% 515
2019
Q1 		$2K Buy
+70
New +$1.86K ﹤0.01% 592

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

Harvest Group Wealth Management's CIBR Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2019, closing a stake of 70 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CIBR in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 123 funds tracked by Wall St. Rank hold CIBR as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 70 First Trust NASDAQ Cybersecurity ETF shares in Q3 2019, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $2K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.