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Kelman-Lazarov Inc’s Amplify Cybersecurity ETF HACK Stock Holding History

Kelman-Lazarov Inc’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
-280
Closed -$7.82K – 332
2016
Q3 		$7.82K Sell
280
-143
-34% -$3.76K ﹤0.01% 308
2016
Q2 		$10.2K Hold
423
– – 0.01% 284
2016
Q1 		$10K Buy
+423
New +$9.53K 0.01% 284

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Goldman Sachs
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RJA
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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 $1.55T AUM 33.47% 1-Year Est. Return

Kelman-Lazarov Inc's HACK Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Amplify Cybersecurity ETF (HACK) in Q4 2016, closing a stake of 280 shares — an estimated $7.82K sold.

Kelman-Lazarov Inc first reported a position in HACK in Q1 2016 and held it in 3 quarters. The position peaked at $10.2K in Q2 2016. 103 funds tracked by Wall St. Rank hold HACK as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Amplify Cybersecurity ETF position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 280 Amplify Cybersecurity ETF shares in Q4 2016, an estimated $7.82K.
  • Kelman-Lazarov Inc first reported a position in Amplify Cybersecurity ETF in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Amplify Cybersecurity ETF position peaked at $10.2K in Q2 2016.
  • 103 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.