Capital Wealth Planning’s Vident International Equity Strategy VIDI Stock Holding History

Capital Wealth Planning’s Portfolio VIDI Stock Details VIDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,002	Closed	-$248K	–	130
2018 Q4	$248K	Buy	+11,002	New	+$260K	0.16%	55

Other funds holding VIDI

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Wealth Planning's VIDI Position: Q1 2019 in Review

Capital Wealth Planning sold out of Vident International Equity Strategy (VIDI) in Q1 2019, closing a stake of 11,002 shares — an estimated $248K sold.

Capital Wealth Planning first reported a position in VIDI in Q4 2018 and held it in 1 quarter. The position peaked at $248K in Q4 2018. 13 funds tracked by Wall St. Rank hold VIDI as of Q1 2019.

Capital Wealth Planning reported no remaining Vident International Equity Strategy position as of Q1 2019 after selling out during the quarter.
Capital Wealth Planning sold 11,002 Vident International Equity Strategy shares in Q1 2019, an estimated $248K.
Capital Wealth Planning first reported a position in Vident International Equity Strategy in Q4 2018 and held it in 1 quarter.
Capital Wealth Planning's Vident International Equity Strategy position peaked at $248K in Q4 2018.
13 funds tracked by Wall St. Rank held Vident International Equity Strategy as of Q1 2019.

Based on Capital Wealth Planning's 13F filing for Q1 2019, filed 14 May 2019.