Institutional & Family Asset Management’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Institutional & Family Asset Management’s Portfolio CIZ Stock Details CIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-53	Closed	-$2K	–	921
2019 Q3	$2K	Sell	53 -2,013	-97%	-$62.8K	﹤0.01%	755
2019 Q2	$66K	Sell	2,066 -5,984	-74%	-$189K	0.01%	279
2019 Q1	$254K	Sell	8,050 -3,446	-30%	-$108K	0.05%	161
2018 Q4	$353K	Buy	11,496 +6,094	+113%	+$192K	0.08%	125
2018 Q3	$184K	Buy	+5,402	New	+$184K	0.04%	195

Other funds holding CIZ

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Institutional & Family Asset Management's CIZ Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q4 2019, closing a stake of 53 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in CIZ in Q3 2018 and held it in 5 quarters. The position peaked at $353K in Q4 2018. 33 funds tracked by Wall St. Rank hold CIZ as of Q4 2019.

Institutional & Family Asset Management reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 53 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $2K.
Institutional & Family Asset Management first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q3 2018 and held it in 5 quarters.
Institutional & Family Asset Management's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $353K in Q4 2018.
33 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.