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Brinker Capital Investments’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Brinker Capital Investments’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
2017
Q4 		– Sell
-2,170
Closed -$99K – 519
2017
Q3 		$99K Buy
+2,170
New +$96.7K ﹤0.01% 307

Other funds holding CFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brinker Capital Investments's CFA Position: Q4 2017 in Review

Brinker Capital Investments sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2017, closing a stake of 2,170 shares — an estimated $99K sold.

Brinker Capital Investments first reported a position in CFA in Q3 2017 and held it in 1 quarter. The position peaked at $99K in Q3 2017. 32 funds tracked by Wall St. Rank hold CFA as of Q4 2017.

  • Brinker Capital Investments reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2017 after selling out during the quarter.
  • Brinker Capital Investments sold 2,170 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2017, an estimated $99K.
  • Brinker Capital Investments first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2017 and held it in 1 quarter.
  • Brinker Capital Investments's VictoryShares US 500 Volatility Wtd ETF position peaked at $99K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2017.

Based on Brinker Capital Investments's 13F filing for Q4 2017, filed 12 Feb 2018.