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

Sequoia 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 Q4	$949K	Sell	31,600 -22,930	-42%	-$669K	7.35%	6
2019 Q3	$1.52M	Buy	54,530 +29,376	+117%	+$850K	3.11%	8
2019 Q2	$755K	Sell	25,154 -37,709	-60%	-$1.07M	0.72%	25
2019 Q1	$1.76M	Sell	62,863 -5,992	-9%	-$159K	1.43%	16
2018 Q4	$1.61M	Buy	68,855 +9,064	+15%	+$227K	1.6%	16
2018 Q3	$1.7M	Buy	59,791 +1,062	+2%	+$29.3K	1.46%	22
2018 Q2	$1.57M	Buy	58,729 +3,541	+6%	+$93.5K	1.67%	15
2018 Q1	$1.38M	Buy	55,188 +6,000	+12%	+$147K	1.34%	16
2017 Q4	$1.18M	Buy	+49,188	New	+$1.1M	1.06%	24

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sequoia Wealth Management's CIBR Position: Q4 2019 in Review

Sequoia Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 42% in Q4 2019, selling an estimated $669K and leaving 31,600 shares worth $949K. The position accounts for 7.35% of the portfolio, ranked #6.

Sequoia Wealth Management first reported a position in CIBR in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.76M in Q1 2019. 148 funds tracked by Wall St. Rank hold CIBR as of Q4 2019.

Sequoia Wealth Management held 31,600 shares of First Trust NASDAQ Cybersecurity ETF worth $949K as of Q4 2019.
Sequoia Wealth Management sold 22,930 First Trust NASDAQ Cybersecurity ETF shares in Q4 2019, an estimated $669K.
First Trust NASDAQ Cybersecurity ETF made up 7.35% of Sequoia Wealth Management's portfolio in Q4 2019, its #6 holding.
Sequoia Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1.76M in Q1 2019.
148 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.