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MassMutual Private Wealth & Trust’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,000
Closed -$98.8K – 990
2018
Q2 		$98.8K Buy
+2,000
New +$98.9K 0.01% 376

Other funds holding CFO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's CFO Position: Q3 2018 in Review

MassMutual Private Wealth & Trust sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2018, closing a stake of 2,000 shares — an estimated $98.8K sold.

MassMutual Private Wealth & Trust first reported a position in CFO in Q2 2018 and held it in 1 quarter. The position peaked at $98.8K in Q2 2018. 60 funds tracked by Wall St. Rank hold CFO as of Q3 2018.

  • MassMutual Private Wealth & Trust reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,000 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2018, an estimated $98.8K.
  • MassMutual Private Wealth & Trust first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2018 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $98.8K in Q2 2018.
  • 60 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2018, filed 9 Nov 2018.