GFPC
CSA

Global Financial Private Capital’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Global Financial Private Capital’s Portfolio CSA Stock Details CSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,313
Closed -$552K – 564
2018
Q2 		$552K Buy
+11,313
New +$536K 0.02% 353

Other funds holding CSA

AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Global Financial Private Capital's CSA Position: Q3 2018 in Review

Global Financial Private Capital sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q3 2018, closing a stake of 11,313 shares — an estimated $552K sold.

Global Financial Private Capital first reported a position in CSA in Q2 2018 and held it in 1 quarter. The position peaked at $552K in Q2 2018. 15 funds tracked by Wall St. Rank hold CSA as of Q3 2018.

  • Global Financial Private Capital reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q3 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 11,313 VictoryShares US Small Cap Volatility Wtd ETF shares in Q3 2018, an estimated $552K.
  • Global Financial Private Capital first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q2 2018 and held it in 1 quarter.
  • Global Financial Private Capital's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $552K in Q2 2018.
  • 15 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q3 2018.

Based on Global Financial Private Capital's 13F filing for Q3 2018, filed 5 Nov 2018.