HIA
RJI

Harbor Investment Advisory’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

Harbor Investment Advisory’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
2020
Q1 		– Sell
-118
Closed -$1K – 1234
2019
Q4 		$1K Buy
+118
New +$616 ﹤0.01% 835

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
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harbor Investment Advisory's RJI Position: Q1 2020 in Review

Harbor Investment Advisory sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q1 2020, closing a stake of 118 shares — an estimated $1K sold.

Harbor Investment Advisory first reported a position in RJI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 35 funds tracked by Wall St. Rank hold RJI as of Q1 2020.

  • Harbor Investment Advisory reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q1 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 118 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q1 2020, an estimated $1K.
  • Harbor Investment Advisory first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q4 2019 and held it in 1 quarter.
  • Harbor Investment Advisory's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $1K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.