IWM
RJI

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

IHT Wealth Management’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
2017
Q4 		– Sell
-449
Closed -$2K – 1794
2017
Q3 		$2K Hold
449
– – ﹤0.01% 1254
2017
Q2 		$2 Hold
449
– – ﹤0.01% 1261
2017
Q1 		$2K Buy
+449
New +$2.33K ﹤0.01% 1112

Other funds holding RJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $321M AUM 12.89% 1-Year Est. Return

IHT Wealth Management's RJI Position: Q4 2017 in Review

IHT Wealth Management sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q4 2017, closing a stake of 449 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in RJI in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 45 funds tracked by Wall St. Rank hold RJI as of Q4 2017.

  • IHT Wealth Management reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 449 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q4 2017, an estimated $2K.
  • IHT Wealth Management first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q1 2017 and held it in 3 quarters.
  • IHT Wealth Management's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $2K in Q3 2017.
  • 45 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.