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Capital Bank & Trust’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Capital Bank & Trust’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,028
Closed -$36K – 351
2020
Q1 		$36K Buy
+1,028
New +$46.5K ﹤0.01% 444

Other funds holding CDL

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Capital Bank & Trust's CDL Position: Q2 2020 in Review

Capital Bank & Trust sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2020, closing a stake of 1,028 shares — an estimated $36K sold.

Capital Bank & Trust first reported a position in CDL in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 39 funds tracked by Wall St. Rank hold CDL as of Q2 2020.

  • Capital Bank & Trust reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 1,028 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2020, an estimated $36K.
  • Capital Bank & Trust first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $36K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.