Anchor Investment Management’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

Anchor Investment Management’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 Q1	–	Sell	-1,250	Closed	-$6.11K	–	828
2018 Q4	$6.11K	Hold	1,250	–	–	﹤0.01%	674
2018 Q3	$7K	Hold	1,250	–	–	﹤0.01%	694
2018 Q2	$7.1K	Hold	1,250	–	–	﹤0.01%	704
2018 Q1	$6.9K	Hold	1,250	–	–	﹤0.01%	686
2017 Q4	$6.75K	Buy	1,250 +1,000	+400%	+$5.21K	﹤0.01%	683
2017 Q3	$1.27K	Buy	+250	New	+$1.24K	﹤0.01%	746

Other funds holding RJI

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Anchor Investment Management's RJI Position: Q1 2019 in Review

Anchor Investment Management sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q1 2019, closing a stake of 1,250 shares — an estimated $6.11K sold.

Anchor Investment Management first reported a position in RJI in Q3 2017 and held it in 6 quarters. The position peaked at $7.1K in Q2 2018. 49 funds tracked by Wall St. Rank hold RJI as of Q1 2019.

Anchor Investment Management reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q1 2019 after selling out during the quarter.
Anchor Investment Management sold 1,250 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q1 2019, an estimated $6.11K.
Anchor Investment Management first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q3 2017 and held it in 6 quarters.
Anchor Investment Management's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $7.1K in Q2 2018.
49 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q1 2019.

Based on Anchor Investment Management's 13F filing for Q1 2019, filed 3 Jan 2024.