CGL
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Clarius Group LLC’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Clarius Group LLC’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,870
Closed -$325K – 123
2018
Q3 		$325K Buy
+6,870
New +$326K 0.12% 78

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Clarius Group LLC's CDC Position: Q4 2018 in Review

Clarius Group LLC sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2018, closing a stake of 6,870 shares — an estimated $325K sold.

Clarius Group LLC first reported a position in CDC in Q3 2018 and held it in 1 quarter. The position peaked at $325K in Q3 2018. 67 funds tracked by Wall St. Rank hold CDC as of Q4 2018.

  • Clarius Group LLC reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2018 after selling out during the quarter.
  • Clarius Group LLC sold 6,870 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2018, an estimated $325K.
  • Clarius Group LLC first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2018 and held it in 1 quarter.
  • Clarius Group LLC's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $325K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2018.

Based on Clarius Group LLC's 13F filing for Q4 2018, filed 11 Feb 2019.