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MONECO Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

MONECO Advisors’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
2020
Q1 		– Sell
-4,502
Closed -$229K – 124
2019
Q4 		$229K Buy
4,502
+16
+0.4% +$783 0.16% 131
2019
Q3 		$215K Buy
+4,486
New +$211K 0.17% 128

Other funds holding CDL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors's CDL Position: Q1 2020 in Review

MONECO Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2020, closing a stake of 4,502 shares — an estimated $229K sold.

MONECO Advisors first reported a position in CDL in Q3 2019 and held it in 2 quarters. The position peaked at $229K in Q4 2019. 42 funds tracked by Wall St. Rank hold CDL as of Q1 2020.

  • MONECO Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
  • MONECO Advisors sold 4,502 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2020, an estimated $229K.
  • MONECO Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2019 and held it in 2 quarters.
  • MONECO Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $229K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2020.

Based on MONECO Advisors's 13F filing for Q1 2020, filed 11 May 2020.