Wealthcare Advisory Partners’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Wealthcare Advisory Partners’s Portfolio CDL Stock Details CDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-239	Closed	-$11K	–	1202
2018 Q3	$11K	Buy	239 +2	+0.8%	+$92	﹤0.01%	808
2018 Q2	$11K	Buy	237 +2	+0.9%	+$89	﹤0.01%	794
2018 Q1	$10K	Hold	235	–	–	﹤0.01%	723
2017 Q4	$11K	Hold	235	–	–	﹤0.01%	651
2017 Q3	$10K	Buy	+235	New	+$10K	﹤0.01%	537

Other funds holding CDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Wealthcare Advisory Partners's CDL Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2018, closing a stake of 239 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in CDL in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 30 funds tracked by Wall St. Rank hold CDL as of Q4 2018.

Wealthcare Advisory Partners reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 239 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2018, an estimated $11K.
Wealthcare Advisory Partners first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $11K in Q3 2018.
30 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.