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Sageworth Trust’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Sageworth Trust’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
2019
Q1 		– Sell
-3
Closed – – 266
2018
Q4 		$0 Buy
+3
New +$143 ﹤0.01% 186

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sageworth Trust's CFA Position: Q1 2019 in Review

Sageworth Trust sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2019, closing a stake of 3 shares.

Sageworth Trust first reported a position in CFA in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 52 funds tracked by Wall St. Rank hold CFA as of Q1 2019.

  • Sageworth Trust reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2019 after selling out during the quarter.
  • Sageworth Trust sold 3 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2019.
  • Sageworth Trust first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and held it in 1 quarter.
  • Sageworth Trust's VictoryShares US 500 Volatility Wtd ETF position peaked at $0 in Q4 2018.
  • 52 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2019.

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