Patriot Financial Group Insurance Agency’s VictoryShares International Volatility Wtd ETF CIL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CIL Stock Details CIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-125	Closed	-$5K	–	997
2018 Q3	$5K	Sell	125 -300	-71%	-$11.9K	﹤0.01%	725
2018 Q2	$17K	Buy	425 +125	+42%	+$5.07K	0.02%	315
2018 Q1	$12K	Hold	300	–	–	0.01%	564
2017 Q4	$13K	Hold	300	–	–	0.01%	537
2017 Q3	$12K	Buy	+300	New	+$11.6K	0.01%	510

Other funds holding CIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CIL Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of VictoryShares International Volatility Wtd ETF (CIL) in Q4 2018, closing a stake of 125 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in CIL in Q3 2017 and held it in 5 quarters. The position peaked at $17K in Q2 2018. 11 funds tracked by Wall St. Rank hold CIL as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining VictoryShares International Volatility Wtd ETF position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 125 VictoryShares International Volatility Wtd ETF shares in Q4 2018, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in VictoryShares International Volatility Wtd ETF in Q3 2017 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's VictoryShares International Volatility Wtd ETF position peaked at $17K in Q2 2018.
11 funds tracked by Wall St. Rank held VictoryShares International Volatility Wtd ETF as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.