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Karp Capital Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Karp Capital 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
Q1 		– Sell
-12
Closed – – 148
2018
Q4 		$0 Buy
+12
New +$530 ﹤0.01% 400

Other funds holding CDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Karp Capital Management's CDL Position: Q1 2019 in Review

Karp Capital Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2019, closing a stake of 12 shares.

Karp Capital Management first reported a position in CDL in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 35 funds tracked by Wall St. Rank hold CDL as of Q1 2019.

  • Karp Capital Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 12 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2019.
  • Karp Capital Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $0 in Q4 2018.
  • 35 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.