West Oak Capital’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

West Oak Capital’s Portfolio AIVC Stock Details AIVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-300	Closed	-$11K	–	319
2019 Q4	$11K	Hold	300	–	–	0.01%	234
2019 Q3	$11K	Hold	300	–	–	0.01%	241
2019 Q2	$11K	Hold	300	–	–	0.01%	249
2019 Q1	$10K	Hold	300	–	–	0.01%	243
2018 Q4	$8.8K	Hold	300	–	–	0.01%	250
2018 Q3	$11.7K	Hold	300	–	–	0.01%	256
2018 Q2	$10.7K	Sell	300 -200	-40%	-$7.04K	0.01%	256
2018 Q1	$17.3K	Buy	+500	New	+$18.2K	0.01%	243
2017 Q4	–	Sell	-500	Closed	-$18.1K	–	349
2017 Q3	$18.1K	Sell	500 -600	-55%	-$20.3K	0.01%	246
2017 Q2	$34.5K	Hold	1,100	–	–	0.02%	209
2017 Q1	$30.8K	Hold	1,100	–	–	0.02%	212
2016 Q4	$29.7K	Buy	1,100 +200	+22%	+$5.28K	0.02%	218
2016 Q3	$24.2K	Buy	+900	New	+$24.4K	0.02%	229

Other funds holding AIVC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

West Oak Capital's AIVC Position: Q1 2020 in Review

West Oak Capital sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q1 2020, closing a stake of 300 shares — an estimated $11K sold.

West Oak Capital first reported a position in AIVC in Q3 2016 and held it in 13 quarters. The position peaked at $34.5K in Q2 2017. 21 funds tracked by Wall St. Rank hold AIVC as of Q1 2020.

West Oak Capital reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
West Oak Capital sold 300 Amplify Bloomberg AI Equal Weight ETF shares in Q1 2020, an estimated $11K.
West Oak Capital first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2016 and held it in 13 quarters.
West Oak Capital's Amplify Bloomberg AI Equal Weight ETF position peaked at $34.5K in Q2 2017.
21 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q1 2020.

Based on West Oak Capital's 13F filing for Q1 2020, filed 7 Apr 2020.