Bessemer Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Bessemer Group’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 Q2	–	Sell	-750	Closed	-$38K	–	1655
2019 Q1	$38K	Hold	750	–	–	﹤0.01%	1324
2018 Q4	$33K	Hold	750	–	–	﹤0.01%	1410
2018 Q3	$39K	Hold	750	–	–	﹤0.01%	1310
2018 Q2	$37K	Buy	+750	New	+$37.1K	﹤0.01%	1285

Other funds holding CFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bessemer Group's CFA Position: Q2 2019 in Review

Bessemer Group sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2019, closing a stake of 750 shares — an estimated $38K sold.

Bessemer Group first reported a position in CFA in Q2 2018 and held it in 4 quarters. The position peaked at $39K in Q3 2018. 55 funds tracked by Wall St. Rank hold CFA as of Q2 2019.

Bessemer Group reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2019 after selling out during the quarter.
Bessemer Group sold 750 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2019, an estimated $38K.
Bessemer Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2018 and held it in 4 quarters.
Bessemer Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $39K in Q3 2018.
55 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2019.

Based on Bessemer Group's 13F filing for Q2 2019, filed 19 Jul 2019.