RFM
CDC icon

Royal Fund Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Royal Fund Management’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,358
Closed -$58K – 448
2017
Q1 		$58K Buy
+1,358
New +$57.4K 0.03% 143

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Fund Management's CDC Position: Q2 2017 in Review

Royal Fund Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2017, closing a stake of 1,358 shares — an estimated $58K sold.

Royal Fund Management first reported a position in CDC in Q1 2017 and held it in 1 quarter. The position peaked at $58K in Q1 2017. 34 funds tracked by Wall St. Rank hold CDC as of Q2 2017.

  • Royal Fund Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2017 after selling out during the quarter.
  • Royal Fund Management sold 1,358 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2017, an estimated $58K.
  • Royal Fund Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2017 and held it in 1 quarter.
  • Royal Fund Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $58K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2017.

Based on Royal Fund Management's 13F filing for Q2 2017, filed 7 May 2020.