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Atwater Malick’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Atwater Malick’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
2019
Q4 		– Sell
-260
Closed -$14K – 70
2019
Q3 		$14K Buy
+260
New +$13.7K 0.01% 123

Other funds holding CFA

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Atwater Malick's CFA Position: Q4 2019 in Review

Atwater Malick sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2019, closing a stake of 260 shares — an estimated $14K sold.

Atwater Malick first reported a position in CFA in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 63 funds tracked by Wall St. Rank hold CFA as of Q4 2019.

  • Atwater Malick reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 260 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2019, an estimated $14K.
  • Atwater Malick first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's VictoryShares US 500 Volatility Wtd ETF position peaked at $14K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.