Sound View Wealth Advisors Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Sound View Wealth Advisors Group’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 Q4	–	Sell	-13,937	Closed	-$648K	–	239
2019 Q3	$648K	Sell	13,937 -15,795	-53%	-$718K	0.19%	121
2019 Q2	$1.35M	Buy	+29,732	New	+$1.34M	0.4%	74

Other funds holding CDC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

RJA

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound View Wealth Advisors Group's CDC Position: Q4 2019 in Review

Sound View Wealth Advisors Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2019, closing a stake of 13,937 shares — an estimated $648K sold.

Sound View Wealth Advisors Group first reported a position in CDC in Q2 2019 and held it in 2 quarters. The position peaked at $1.35M in Q2 2019. 61 funds tracked by Wall St. Rank hold CDC as of Q4 2019.

Sound View Wealth Advisors Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
Sound View Wealth Advisors Group sold 13,937 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $648K.
Sound View Wealth Advisors Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2019 and held it in 2 quarters.
Sound View Wealth Advisors Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.35M in Q2 2019.
61 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2019.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2019, filed 27 Jan 2020.