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Bridgeworth’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Bridgeworth’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,928
Closed -$488K – 53
2017
Q3 		$488K Buy
+10,928
New +$478K 0.69% 32

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bridgeworth's CDC Position: Q4 2017 in Review

Bridgeworth sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2017, closing a stake of 10,928 shares — an estimated $488K sold.

Bridgeworth first reported a position in CDC in Q3 2017 and held it in 1 quarter. The position peaked at $488K in Q3 2017. 37 funds tracked by Wall St. Rank hold CDC as of Q4 2017.

  • Bridgeworth reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2017 after selling out during the quarter.
  • Bridgeworth sold 10,928 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2017, an estimated $488K.
  • Bridgeworth first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2017 and held it in 1 quarter.
  • Bridgeworth's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $488K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2017.

Based on Bridgeworth's 13F filing for Q4 2017, filed 8 Feb 2018.