Institutional & Family Asset Management’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-19	Closed	-$1K	–	901
2019 Q3	$1K	Sell	19 -1,344	-99%	-$49.4K	﹤0.01%	810
2019 Q2	$51K	Sell	1,363 -1,634	-55%	-$63.8K	0.01%	310
2019 Q1	$118K	Sell	2,997 -1,168	-28%	-$47.1K	0.02%	221
2018 Q4	$164K	Buy	4,165 +2,347	+129%	+$102K	0.04%	181
2018 Q3	$88K	Buy	+1,818	New	+$89.3K	0.02%	283

Other funds holding CSF

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

Institutional & Family Asset Management sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q4 2019, closing a stake of 19 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in CSF in Q3 2018 and held it in 5 quarters. The position peaked at $164K in Q4 2018. 29 funds tracked by Wall St. Rank hold CSF as of Q4 2019.

Institutional & Family Asset Management reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 19 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $1K.
Institutional & Family Asset Management first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q3 2018 and held it in 5 quarters.
Institutional & Family Asset Management's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $164K in Q4 2018.
29 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q4 2019.

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