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Altshuler Shaham’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Altshuler Shaham’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-26
Closed – – 254
2018
Q2 		$0 Buy
+26
New +$1.29K ﹤0.01% 219

Other funds holding CFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altshuler Shaham's CFA Position: Q3 2018 in Review

Altshuler Shaham sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2018, closing a stake of 26 shares.

Altshuler Shaham first reported a position in CFA in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 43 funds tracked by Wall St. Rank hold CFA as of Q3 2018.

  • Altshuler Shaham reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2018 after selling out during the quarter.
  • Altshuler Shaham sold 26 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2018.
  • Altshuler Shaham first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2018 and held it in 1 quarter.
  • Altshuler Shaham's VictoryShares US 500 Volatility Wtd ETF position peaked at $0 in Q2 2018.
  • 43 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2018.

Based on Altshuler Shaham's 13F filing for Q3 2018, filed 13 Nov 2018.