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

Capital Bank & Trust’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$6K – 364
2020
Q1 		$6K Buy
+200
New +$8.18K ﹤0.01% 579

Other funds holding CSB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Capital Bank & Trust sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2020, closing a stake of 200 shares — an estimated $6K sold.

Capital Bank & Trust first reported a position in CSB in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 30 funds tracked by Wall St. Rank hold CSB as of Q2 2020.

  • Capital Bank & Trust reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 200 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2020, an estimated $6K.
  • Capital Bank & Trust first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $6K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held VictoryShares US Small 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.