SG Americas Securities
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SG Americas Securities’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

SG Americas Securities’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
2016
Q4 		– Sell
-21,860
Closed -$846K – 3145
2016
Q3 		$846K Sell
21,860
-12,900
-37% -$497K 0.01% 1309
2016
Q2 		$1.29M Buy
+34,760
New +$1.29M 0.01% 1134

Other funds holding CFA

NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SG Americas Securities's CFA Position: Q4 2016 in Review

SG Americas Securities sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2016, closing a stake of 21,860 shares — an estimated $846K sold.

SG Americas Securities first reported a position in CFA in Q2 2016 and held it in 2 quarters. The position peaked at $1.29M in Q2 2016. 24 funds tracked by Wall St. Rank hold CFA as of Q4 2016.

  • SG Americas Securities reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2016 after selling out during the quarter.
  • SG Americas Securities sold 21,860 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2016, an estimated $846K.
  • SG Americas Securities first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2016 and held it in 2 quarters.
  • SG Americas Securities's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.29M in Q2 2016.
  • 24 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2016.

Based on SG Americas Securities's 13F filing for Q4 2016, filed 8 Feb 2017.