Columbus Macro’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Columbus Macro’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
2020 Q4	–	Sell	-61,243	Closed	-$4.67M	–	160
2020 Q3	$4.67M	Sell	61,243 -19,658	-24%	-$1.5M	1.43%	21
2020 Q2	$6.17M	Sell	80,901 -4,244	-5%	-$321K	1.68%	20
2020 Q1	$6.32M	Buy	+85,145	New	+$6.43M	1.83%	14

Other funds holding RAVI

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

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $931M AUM 29.36% 1-Year Est. Return

Newport Wealth Strategies Irvine, California $165M AUM 24.55% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return