IWMPD
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Integrated Wealth Management (Palm Desert)’s Amplify Cybersecurity ETF HACK Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-25
Closed -$1K – 555
2016
Q3 		$1K Hold
25
– – ﹤0.01% 1148
2016
Q2 		$1K Hold
25
– – ﹤0.01% 1173
2016
Q1 		$1K Hold
25
– – ﹤0.01% 1096
2015
Q4 		$1K Hold
25
– – ﹤0.01% 1189
2015
Q3 		$1K Buy
+25
New +$722 ﹤0.01% 1206

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BCM
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Amplify Cybersecurity ETF (HACK) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HACK in Q3 2015 and held it in 5 quarters. The position peaked at $1K in Q3 2016. 103 funds tracked by Wall St. Rank hold HACK as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Amplify Cybersecurity ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 25 Amplify Cybersecurity ETF shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Amplify Cybersecurity ETF in Q3 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Amplify Cybersecurity ETF position peaked at $1K in Q3 2016.
  • 103 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2016.

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