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RAVI icon

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

Fluent Financial’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
Q1 		– Sell
-3,168
Closed -$240K – 67
2019
Q4 		$240K Sell
3,168
-17,943
-85% -$1.36M 0.15% 54
2019
Q3 		$1.6M Buy
21,111
+4,028
+24% +$305K 1.09% 34
2019
Q2 		$1.29M Buy
17,083
+1,022
+6% +$77.3K 1.01% 36
2019
Q1 		$1.21M Buy
+16,061
New +$1.21M 1.04% 34

Other funds holding RAVI

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return