Ladenburg Thalmann Financial Services’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Ladenburg Thalmann Financial Services’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
2018 Q3	–	Sell	-1,447	Closed	-$64K	–	5158
2018 Q2	$64K	Hold	1,447	–	–	﹤0.01%	3082
2018 Q1	$64K	Hold	1,447	–	–	﹤0.01%	3082
2017 Q4	$66K	Hold	1,447	–	–	﹤0.01%	3032
2017 Q3	$63K	Buy	+1,447	New	+$61.6K	﹤0.01%	2933

Other funds holding CDL

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CDL Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2018, closing a stake of 1,447 shares — an estimated $64K sold.

Ladenburg Thalmann Financial Services first reported a position in CDL in Q3 2017 and held it in 4 quarters. The position peaked at $66K in Q4 2017. 29 funds tracked by Wall St. Rank hold CDL as of Q3 2018.

Ladenburg Thalmann Financial Services reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2018 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 1,447 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2018, an estimated $64K.
Ladenburg Thalmann Financial Services first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2017 and held it in 4 quarters.
Ladenburg Thalmann Financial Services's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $66K in Q4 2017.
29 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.