MWM
CDC icon

Minot Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Minot Wealth Management’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,800
Closed -$382K – 110
2019
Q4 		$382K Buy
+7,800
New +$370K 0.17% 97

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Minot Wealth Management's CDC Position: Q1 2020 in Review

Minot Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2020, closing a stake of 7,800 shares — an estimated $382K sold.

Minot Wealth Management first reported a position in CDC in Q4 2019 and held it in 1 quarter. The position peaked at $382K in Q4 2019. 58 funds tracked by Wall St. Rank hold CDC as of Q1 2020.

  • Minot Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
  • Minot Wealth Management sold 7,800 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2020, an estimated $382K.
  • Minot Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2019 and held it in 1 quarter.
  • Minot Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $382K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2020.

Based on Minot Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.