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Centaurus Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Centaurus Financial’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
2018
Q1 		– Sell
-5,658
Closed -$276K – 463
2017
Q4 		$276K Buy
+5,658
New +$268K 0.07% 252

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Centaurus Financial's CFA Position: Q1 2018 in Review

Centaurus Financial sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2018, closing a stake of 5,658 shares — an estimated $276K sold.

Centaurus Financial first reported a position in CFA in Q4 2017 and held it in 1 quarter. The position peaked at $276K in Q4 2017. 37 funds tracked by Wall St. Rank hold CFA as of Q1 2018.

  • Centaurus Financial reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2018 after selling out during the quarter.
  • Centaurus Financial sold 5,658 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2018, an estimated $276K.
  • Centaurus Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2017 and held it in 1 quarter.
  • Centaurus Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $276K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2018.

Based on Centaurus Financial's 13F filing for Q1 2018, filed 7 May 2018.