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Lake Point Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Lake Point 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
Q2 		$0 Hold
10
– – ﹤0.01% 669
2019
Q1 		$0 Hold
10
– – ﹤0.01% 703
2018
Q4 		$0 Buy
+10
New +$251 ﹤0.01% 837

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

Lake Point Wealth Management's CIBR Position: Q2 2019 in Review

Lake Point Wealth Management held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2019 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Lake Point Wealth Management first reported a position in CIBR in Q4 2018 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold CIBR as of Q2 2019.

  • Lake Point Wealth Management held 10 shares of First Trust NASDAQ Cybersecurity ETF worth $0 as of Q2 2019.
  • Lake Point Wealth Management left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2019.
  • First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #669 holding.
  • Lake Point Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2018 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.