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Bouchey Financial Group’s Northern Trust Ultra-Short Fixed Income ETF 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 $164M AUM 18.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $424B AUM 22.96% 1-Year Est. Return

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

Bouchey Financial Group sold out of Northern Trust Ultra-Short Fixed Income ETF (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 Northern Trust Ultra-Short Fixed Income ETF position as of Q3 2015 after selling out during the quarter.
  • Bouchey Financial Group sold 89,814 Northern Trust Ultra-Short Fixed Income ETF shares in Q3 2015, an estimated $6.76M.
  • Bouchey Financial Group first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q4 2014 and held it in 3 quarters.
  • Bouchey Financial Group's Northern Trust Ultra-Short Fixed Income ETF position peaked at $6.76M in Q2 2015.
  • 12 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q3 2015.

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