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Sageworth Trust’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Sageworth Trust’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
2019
Q1 		– Sell
-8
Closed – – 264
2018
Q4 		$0 Buy
+8
New +$363 ﹤0.01% 184

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sageworth Trust's CDC Position: Q1 2019 in Review

Sageworth Trust sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2019, closing a stake of 8 shares.

Sageworth Trust first reported a position in CDC in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 69 funds tracked by Wall St. Rank hold CDC as of Q1 2019.

  • Sageworth Trust reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2019 after selling out during the quarter.
  • Sageworth Trust sold 8 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2019.
  • Sageworth Trust first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and held it in 1 quarter.
  • Sageworth Trust's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $0 in Q4 2018.
  • 69 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2019.

Based on Sageworth Trust's 13F filing for Q1 2019, filed 8 Apr 2019.