Integrated Wealth Management (Palm Desert)’s CyberArk CYBR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CYBR Stock Details CYBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$25K	–	391
2016 Q3	$25K	Hold	500	–	–	0.01%	550
2016 Q2	$24K	Hold	500	–	–	0.01%	555
2016 Q1	$21K	Hold	500	–	–	0.01%	548
2015 Q4	$23K	Hold	500	–	–	0.01%	554
2015 Q3	$25K	Buy	500 +200	+67%	+$10.9K	0.01%	513
2015 Q2	$19K	Buy	+300	New	+$19.2K	0.01%	619

Other funds holding CYBR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBC

Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CYBR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CyberArk (CYBR) in Q4 2016, closing a stake of 500 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CYBR in Q2 2015 and held it in 6 quarters. The position peaked at $25K in Q3 2016. 153 funds tracked by Wall St. Rank hold CYBR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining CyberArk position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 500 CyberArk shares in Q4 2016, an estimated $25K.
Integrated Wealth Management (Palm Desert) first reported a position in CyberArk in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s CyberArk position peaked at $25K in Q3 2016.
153 funds tracked by Wall St. Rank held CyberArk as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.