CA
CIZ

Calton & Associates’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Calton & Associates’s Portfolio CIZ Stock Details CIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-6,501
Closed -$208K – 360
2019
Q2 		$208K Sell
6,501
-353
-5% -$11.2K 0.06% 261
2019
Q1 		$217K Buy
+6,854
New +$215K 0.07% 232

Other funds holding CIZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calton & Associates's CIZ Position: Q3 2019 in Review

Calton & Associates sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2019, closing a stake of 6,501 shares — an estimated $208K sold.

Calton & Associates first reported a position in CIZ in Q1 2019 and held it in 2 quarters. The position peaked at $217K in Q1 2019. 35 funds tracked by Wall St. Rank hold CIZ as of Q3 2019.

  • Calton & Associates reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2019 after selling out during the quarter.
  • Calton & Associates sold 6,501 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2019, an estimated $208K.
  • Calton & Associates first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q1 2019 and held it in 2 quarters.
  • Calton & Associates's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $217K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2019.

Based on Calton & Associates's 13F filing for Q3 2019, filed 7 Nov 2019.