River Wealth Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

River Wealth Advisors’s Portfolio CSB Stock Details CSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-746	Closed	-$35K	–	551
2018 Q3	$35K	Hold	746	–	–	0.01%	320
2018 Q2	$34K	Buy	+746	New	+$33.2K	0.01%	304

Other funds holding CSB

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

River Wealth Advisors's CSB Position: Q4 2018 in Review

River Wealth Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2018, closing a stake of 746 shares — an estimated $35K sold.

River Wealth Advisors first reported a position in CSB in Q2 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 22 funds tracked by Wall St. Rank hold CSB as of Q4 2018.

River Wealth Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 746 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2018, an estimated $35K.
River Wealth Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $35K in Q3 2018.
22 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.