BA
CSA

BCM Advisors’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

BCM Advisors’s Portfolio CSA Stock Details CSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$3K – 96
2016
Q4 		$3K Buy
+50
New +$1.96K ﹤0.01% 104

Other funds holding CSA

NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

BCM Advisors's CSA Position: Q1 2017 in Review

BCM Advisors sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q1 2017, closing a stake of 50 shares — an estimated $3K sold.

BCM Advisors first reported a position in CSA in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 13 funds tracked by Wall St. Rank hold CSA as of Q1 2017.

  • BCM Advisors reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q1 2017 after selling out during the quarter.
  • BCM Advisors sold 50 VictoryShares US Small Cap Volatility Wtd ETF shares in Q1 2017, an estimated $3K.
  • BCM Advisors first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2016 and held it in 1 quarter.
  • BCM Advisors's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $3K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q1 2017.

Based on BCM Advisors's 13F filing for Q1 2017, filed 12 May 2017.