AFA
RJI

American Financial Advisors’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

American Financial Advisors’s Portfolio RJI Stock Details RJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-37,453
Closed -$195K – 97
2019
Q2 		$195K Sell
37,453
-129,821
-78% -$682K 0.04% 91
2019
Q1 		$888K Sell
167,274
-47,715
-22% -$249K 0.18% 49
2018
Q4 		$1.05M Buy
+214,989
New +$1.15M 0.23% 45

Other funds holding RJI

BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

American Financial Advisors's RJI Position: Q3 2019 in Review

American Financial Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q3 2019, closing a stake of 37,453 shares — an estimated $195K sold.

American Financial Advisors first reported a position in RJI in Q4 2018 and held it in 3 quarters. The position peaked at $1.05M in Q4 2018. 36 funds tracked by Wall St. Rank hold RJI as of Q3 2019.

  • American Financial Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q3 2019 after selling out during the quarter.
  • American Financial Advisors sold 37,453 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q3 2019, an estimated $195K.
  • American Financial Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q4 2018 and held it in 3 quarters.
  • American Financial Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $1.05M in Q4 2018.
  • 36 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q3 2019.

Based on American Financial Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.