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Old North State Trust’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Old North State 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
2019
Q1 		– Sell
-5,410
Closed -$237K – 381
2018
Q4 		$237K Hold
5,410
– – 0.24% 90
2018
Q3 		$279K Buy
+5,410
New +$278K 0.26% 87

Other funds holding CFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Old North State Trust's CFO Position: Q1 2019 in Review

Old North State Trust sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2019, closing a stake of 5,410 shares — an estimated $237K sold.

Old North State Trust first reported a position in CFO in Q3 2018 and held it in 2 quarters. The position peaked at $279K in Q3 2018. 69 funds tracked by Wall St. Rank hold CFO as of Q1 2019.

  • Old North State Trust reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2019 after selling out during the quarter.
  • Old North State Trust sold 5,410 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2019, an estimated $237K.
  • Old North State Trust first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2018 and held it in 2 quarters.
  • Old North State Trust's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $279K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2019.

Based on Old North State Trust's 13F filing for Q1 2019, filed 10 Apr 2019.