Harvest Group Wealth Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Harvest Group Wealth Management’s Portfolio CDL Stock Details CDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-45	Closed	-$2K	–	971
2019 Q3	$2K	Buy	45 +20	+80%	+$940	﹤0.01%	654
2019 Q2	$1K	Buy	+25	New	+$1.16K	﹤0.01%	677

Other funds holding CDL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Harvest Group Wealth Management's CDL Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2019, closing a stake of 45 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CDL in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 43 funds tracked by Wall St. Rank hold CDL as of Q4 2019.

Harvest Group Wealth Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 45 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2019, an estimated $2K.
Harvest Group Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2019 and held it in 2 quarters.
Harvest Group Wealth Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $2K in Q3 2019.
43 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.