PFBT
CDL icon

Parkside Financial Bank & Trust’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Parkside Financial Bank & Trust’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
2019
Q3 		– Sell
-9,935
Closed -$466K – 1574
2019
Q2 		$466K Hold
9,935
– – 0.15% 101
2019
Q1 		$456K Buy
+9,935
New +$444K 0.15% 102

Other funds holding CDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Parkside Financial Bank & Trust's CDL Position: Q3 2019 in Review

Parkside Financial Bank & Trust sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2019, closing a stake of 9,935 shares — an estimated $466K sold.

Parkside Financial Bank & Trust first reported a position in CDL in Q1 2019 and held it in 2 quarters. The position peaked at $466K in Q2 2019. 39 funds tracked by Wall St. Rank hold CDL as of Q3 2019.

  • Parkside Financial Bank & Trust reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 9,935 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2019, an estimated $466K.
  • Parkside Financial Bank & Trust first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2019 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $466K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2019, filed 5 Nov 2019.