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Ausdal Financial Partners’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Ausdal Financial Partners’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,107
Closed -$612K – 383
2017
Q4 		$612K Buy
+8,107
New +$612K 0.22% 145
2017
Q3 		– Sell
-3,985
Closed -$301K – 340
2017
Q2 		$301K Sell
3,985
-3,560
-47% -$269K 0.13% 214
2017
Q1 		$570K Buy
+7,545
New +$569K 0.26% 102

Other funds holding RAVI

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ausdal Financial Partners's RAVI Position: Q1 2018 in Review

Ausdal Financial Partners sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q1 2018, closing a stake of 8,107 shares — an estimated $612K sold.

Ausdal Financial Partners first reported a position in RAVI in Q1 2017 and held it in 3 quarters. The position peaked at $612K in Q4 2017. 21 funds tracked by Wall St. Rank hold RAVI as of Q1 2018.

  • Ausdal Financial Partners reported no remaining FlexShares Ultra-Short Income Fund position as of Q1 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 8,107 FlexShares Ultra-Short Income Fund shares in Q1 2018, an estimated $612K.
  • Ausdal Financial Partners first reported a position in FlexShares Ultra-Short Income Fund in Q1 2017 and held it in 3 quarters.
  • Ausdal Financial Partners's FlexShares Ultra-Short Income Fund position peaked at $612K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2018.

Based on Ausdal Financial Partners's 13F filing for Q1 2018, filed 20 Apr 2018.