BFEC
CFA icon

Benjamin F. Edwards & Company’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q1 		– Sell
-116
Closed -$7K – 1727
2019
Q4 		$7K Buy
+116
New +$6.3K ﹤0.01% 1505

Other funds holding CFA

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's CFA Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2020, closing a stake of 116 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in CFA in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 61 funds tracked by Wall St. Rank hold CFA as of Q1 2020.

  • Benjamin F. Edwards & Company reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 116 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2020, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2019 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's VictoryShares US 500 Volatility Wtd ETF position peaked at $7K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.