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

Sound View Wealth Advisors’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 		$1.37M Buy
30,675
+2,146
+8% +$93.7K 0.43% 70
2018
Q4 		$1.21M Buy
+28,529
New +$1.3M 0.44% 65

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $71.6B AUM 21.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors's CDC Position: Q1 2019 in Review

Sound View Wealth Advisors increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 7.5% in Q1 2019, buying an estimated $93.7K and bringing the position to 30,675 shares worth $1.37M. The position accounts for 0.43% of the portfolio, ranked #70.

Sound View Wealth Advisors first reported a position in CDC in Q4 2018 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold CDC as of Q1 2019.

  • Sound View Wealth Advisors held 30,675 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.37M as of Q1 2019.
  • Sound View Wealth Advisors bought 2,146 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2019, an estimated $93.7K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.43% of Sound View Wealth Advisors's portfolio in Q1 2019, its #70 holding.
  • Sound View Wealth Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.