CFGS
RJI

Concourse Financial Group Securities’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1,600
Closed -$8.36K – 2450
2018
Q4 		$7K Buy
+1,600
New +$8.55K ﹤0.01% 1559

Other funds holding RJI

BO
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Concourse Financial Group Securities's RJI Position: Q1 2019 in Review

Concourse Financial Group Securities sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q1 2019, closing a stake of 1,600 shares — an estimated $8.36K sold.

Concourse Financial Group Securities first reported a position in RJI in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 49 funds tracked by Wall St. Rank hold RJI as of Q1 2019.

  • Concourse Financial Group Securities reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q1 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,600 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q1 2019, an estimated $8.36K.
  • Concourse Financial Group Securities 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 1 quarter.
  • Concourse Financial Group Securities's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $7K in Q4 2018.
  • 49 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q1 2019.

Based on Concourse Financial Group Securities's 13F filing for Q1 2019, filed 15 May 2019.