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NewSquare Capital’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

NewSquare Capital’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-35
Closed -$2K – 304
2018
Q1 		$2K Buy
+35
New +$1.74K ﹤0.01% 306

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Ameriprise
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Royal Bank of Canada
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PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWP
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's CFA Position: Q2 2018 in Review

NewSquare Capital sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2018, closing a stake of 35 shares — an estimated $2K sold.

NewSquare Capital first reported a position in CFA in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 40 funds tracked by Wall St. Rank hold CFA as of Q2 2018.

  • NewSquare Capital reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2018 after selling out during the quarter.
  • NewSquare Capital sold 35 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2018, an estimated $2K.
  • NewSquare Capital first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2018 and held it in 1 quarter.
  • NewSquare Capital's VictoryShares US 500 Volatility Wtd ETF position peaked at $2K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2018.

Based on NewSquare Capital's 13F filing for Q2 2018, filed 23 Jul 2018.