Sound View Wealth Advisors’s VictoryShares Emerging Market Volatility Wtd ETF CEZ Stock Holding History

Sound View Wealth Advisors’s Portfolio CEZ Stock Details CEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$306K	Sell	11,896 -1,169	-9%	-$29.9K	0.1%	184
2018 Q4	$316K	Buy	+13,065	New	+$329K	0.11%	164

Other funds holding CEZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFAM

Institutional & Family Asset Management Fort Collins, Colorado $654M AUM 12.29% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

Sound View Wealth Advisors reduced its VictoryShares Emerging Market Volatility Wtd ETF (CEZ) stake by 8.9% in Q1 2019, selling an estimated $29.9K and leaving 11,896 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #184.

Sound View Wealth Advisors first reported a position in CEZ in Q4 2018 and has held it in 2 quarters since. The position peaked at $316K in Q4 2018. 18 funds tracked by Wall St. Rank hold CEZ as of Q1 2019.

Sound View Wealth Advisors held 11,896 shares of VictoryShares Emerging Market Volatility Wtd ETF worth $306K as of Q1 2019.
Sound View Wealth Advisors sold 1,169 VictoryShares Emerging Market Volatility Wtd ETF shares in Q1 2019, an estimated $29.9K.
VictoryShares Emerging Market Volatility Wtd ETF made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #184 holding.
Sound View Wealth Advisors first reported a position in VictoryShares Emerging Market Volatility Wtd ETF in Q4 2018 and has held it in 2 quarters since.
Sound View Wealth Advisors's VictoryShares Emerging Market Volatility Wtd ETF position peaked at $316K in Q4 2018.
18 funds tracked by Wall St. Rank held VictoryShares Emerging Market Volatility Wtd ETF as of Q1 2019.

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