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Capital Bank & Trust’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Capital Bank & Trust’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
2020
Q2 		– Sell
-449
Closed -$19K – 353
2020
Q1 		$19K Buy
+449
New +$23.5K ﹤0.01% 497

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Capital Bank & Trust sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2020, closing a stake of 449 shares — an estimated $19K sold.

Capital Bank & Trust first reported a position in CFA in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 58 funds tracked by Wall St. Rank hold CFA as of Q2 2020.

  • Capital Bank & Trust reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 449 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2020, an estimated $19K.
  • Capital Bank & Trust first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's VictoryShares US 500 Volatility Wtd ETF position peaked at $19K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2020.

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