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

IFP Advisors’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	-1,677	Closed	-$8K	–	3654
2018 Q4	$8K	Sell	1,677 -400	-19%	-$2.14K	﹤0.01%	2641
2018 Q3	$12K	Hold	2,077	–	–	﹤0.01%	2772
2018 Q2	$12K	Buy	2,077 +400	+24%	+$2.27K	﹤0.01%	2804
2018 Q1	$9K	Hold	1,677	–	–	﹤0.01%	2875
2017 Q4	$9K	Hold	1,677	–	–	﹤0.01%	2920
2017 Q3	$9K	Hold	1,677	–	–	﹤0.01%	3104
2017 Q2	$8K	Hold	1,677	–	–	﹤0.01%	3190
2017 Q1	$9K	Sell	1,677 -1,364	-45%	-$7.07K	﹤0.01%	3007
2016 Q4	$16K	Buy	3,041 +864	+40%	+$4.36K	﹤0.01%	2628
2016 Q3	$11K	Hold	2,177	–	–	﹤0.01%	2794
2016 Q2	$11K	Buy	+2,177	New	+$10.7K	﹤0.01%	2705
2016 Q1	–	Sell	-1,467	Closed	-$7K	–	3649
2015 Q4	$7K	Buy	+1,467	New	+$7.3K	﹤0.01%	2804

Other funds holding RJI

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

IFP Advisors's RJI Position: Q1 2019 in Review

IFP Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q1 2019, closing a stake of 1,677 shares — an estimated $8K sold.

IFP Advisors first reported a position in RJI in Q4 2015 and held it in 12 quarters. The position peaked at $16K in Q4 2016. 49 funds tracked by Wall St. Rank hold RJI as of Q1 2019.

IFP Advisors 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.
IFP Advisors sold 1,677 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q1 2019, an estimated $8K.
IFP Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q4 2015 and held it in 12 quarters.
IFP Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $16K in Q4 2016.
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 IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.