IWA
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IBEX Wealth Advisors’s Amplify Cybersecurity ETF HACK Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-100
Closed -$3K – 192
2016
Q4 		$3K Buy
+100
New +$2.7K ﹤0.01% 415

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IPLA
Ice Pond Lane Advisers New York $7.38M AUM 1.66% 1-Year Est. Return
IA
IPL Advisers New York $158M AUM 18.16% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IBEX Wealth Advisors's HACK Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Amplify Cybersecurity ETF (HACK) in Q1 2017, closing a stake of 100 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in HACK in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 115 funds tracked by Wall St. Rank hold HACK as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Amplify Cybersecurity ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 100 Amplify Cybersecurity ETF shares in Q1 2017, an estimated $3K.
  • IBEX Wealth Advisors first reported a position in Amplify Cybersecurity ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Amplify Cybersecurity ETF position peaked at $3K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.