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Bouchey Financial Group’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Bouchey Financial Group’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
2015
Q3 		– Sell
-89,814
Closed -$6.76M – 66
2015
Q2 		$6.76M Buy
89,814
+5,053
+6% +$381K 2.88% 13
2015
Q1 		$6.41M Buy
84,761
+5,611
+7% +$423K 2.88% 12
2014
Q4 		$5.96M Buy
+79,150
New +$5.99M 2.8% 11

Other funds holding RAVI

IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bouchey Financial Group's RAVI Position: Q3 2015 in Review

Bouchey Financial Group sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q3 2015, closing a stake of 89,814 shares — an estimated $6.76M sold.

Bouchey Financial Group first reported a position in RAVI in Q4 2014 and held it in 3 quarters. The position peaked at $6.76M in Q2 2015. 12 funds tracked by Wall St. Rank hold RAVI as of Q3 2015.

  • Bouchey Financial Group reported no remaining FlexShares Ultra-Short Income Fund position as of Q3 2015 after selling out during the quarter.
  • Bouchey Financial Group sold 89,814 FlexShares Ultra-Short Income Fund shares in Q3 2015, an estimated $6.76M.
  • Bouchey Financial Group first reported a position in FlexShares Ultra-Short Income Fund in Q4 2014 and held it in 3 quarters.
  • Bouchey Financial Group's FlexShares Ultra-Short Income Fund position peaked at $6.76M in Q2 2015.
  • 12 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q3 2015.

Based on Bouchey Financial Group's 13F filing for Q3 2015, filed 16 Nov 2015.