Beirne Wealth Consulting Services’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

Beirne Wealth Consulting Services’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 Q4	–	Sell	-28,350	Closed	-$144K	–	135
2019 Q3	$144K	Hold	28,350	–	–	0.12%	132
2019 Q2	$148K	Hold	28,350	–	–	0.13%	127
2019 Q1	$151K	Hold	28,350	–	–	0.12%	179
2018 Q4	$139K	Buy	+28,350	New	+$151K	0.12%	171

Other funds holding RJI

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Beirne Wealth Consulting Services's RJI Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q4 2019, closing a stake of 28,350 shares — an estimated $144K sold.

Beirne Wealth Consulting Services first reported a position in RJI in Q4 2018 and held it in 4 quarters. The position peaked at $151K in Q1 2019. 44 funds tracked by Wall St. Rank hold RJI as of Q4 2019.

Beirne Wealth Consulting Services reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q4 2019 after selling out during the quarter.
Beirne Wealth Consulting Services sold 28,350 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q4 2019, an estimated $144K.
Beirne Wealth Consulting Services 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 4 quarters.
Beirne Wealth Consulting Services's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $151K in Q1 2019.
44 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.