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

Proficio Capital Partners’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
2017 Q4	–	Sell	-245	Closed	-$11K	–	1272
2017 Q3	$11K	Hold	245	–	–	﹤0.01%	751
2017 Q2	$11K	Hold	245	–	–	﹤0.01%	765
2017 Q1	$11K	Hold	245	–	–	﹤0.01%	782
2016 Q4	$10K	Hold	245	–	–	﹤0.01%	600
2016 Q3	$9K	Hold	245	–	–	0.01%	594
2016 Q2	$9K	Hold	245	–	–	0.01%	574
2016 Q1	$9K	Buy	+245	New	+$8.42K	0.01%	420

Other funds holding CFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Proficio Capital Partners's CFA Position: Q4 2017 in Review

Proficio Capital Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2017, closing a stake of 245 shares — an estimated $11K sold.

Proficio Capital Partners first reported a position in CFA in Q1 2016 and held it in 7 quarters. The position peaked at $11K in Q3 2017. 32 funds tracked by Wall St. Rank hold CFA as of Q4 2017.

Proficio Capital Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2017 after selling out during the quarter.
Proficio Capital Partners sold 245 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2017, an estimated $11K.
Proficio Capital Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2016 and held it in 7 quarters.
Proficio Capital Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $11K in Q3 2017.
32 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.