Institutional & Family Asset Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-967	Closed	-$45K	–	827
2019 Q4	$45K	Buy	967 +12	+1%	+$549	0.01%	325
2019 Q3	$42K	Sell	955 -270	-22%	-$11.8K	0.01%	307
2019 Q2	$54K	Sell	1,225 -6,499	-84%	-$286K	0.01%	305
2019 Q1	$339K	Buy	7,724 +4,029	+109%	+$176K	0.07%	140
2018 Q4	$148K	Buy	3,695 +888	+32%	+$38.8K	0.03%	184
2018 Q3	$132K	Sell	2,807 -312	-10%	-$14.8K	0.03%	230
2018 Q2	$144K	Buy	3,119 +1,080	+53%	+$48.1K	0.03%	220
2018 Q1	$87K	Buy	+2,039	New	+$89K	0.02%	268

Other funds holding CSB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Institutional & Family Asset Management's CSB Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2020, closing a stake of 967 shares — an estimated $45K sold.

Institutional & Family Asset Management first reported a position in CSB in Q1 2018 and held it in 8 quarters. The position peaked at $339K in Q1 2019. 31 funds tracked by Wall St. Rank hold CSB as of Q1 2020.

Institutional & Family Asset Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 967 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2020, an estimated $45K.
Institutional & Family Asset Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $339K in Q1 2019.
31 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.