NFG
RJI

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

Nations Financial Group’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
Q3 		– Sell
-216,260
Closed -$1.06M – 167
2017
Q2 		$1.06M Buy
216,260
+1,641
+0.8% +$8.07K 0.87% 28
2017
Q1 		$1.09M Sell
214,619
-1,324
-0.6% -$6.87K 1.06% 23
2016
Q4 		$1.12M Sell
215,943
-6,470
-3% -$32.7K 1.21% 22
2016
Q3 		$1.11M Buy
222,413
+4,558
+2% +$22.5K 1.1% 21
2016
Q2 		$1.11M Buy
217,855
+8,461
+4% +$41.6K 1.17% 22
2016
Q1 		$957K Sell
209,394
-328
-0.2% -$1.45K 1.1% 23
2015
Q4 		$971K Buy
+209,722
New +$1.04M 1.26% 19

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
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Nations Financial Group's RJI Position: Q3 2017 in Review

Nations Financial Group sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q3 2017, closing a stake of 216,260 shares — an estimated $1.06M sold.

Nations Financial Group first reported a position in RJI in Q4 2015 and held it in 7 quarters. The position peaked at $1.12M in Q4 2016. 42 funds tracked by Wall St. Rank hold RJI as of Q3 2017.

  • Nations Financial Group reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q3 2017 after selling out during the quarter.
  • Nations Financial Group sold 216,260 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q3 2017, an estimated $1.06M.
  • Nations Financial Group 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 7 quarters.
  • Nations Financial Group's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $1.12M in Q4 2016.
  • 42 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q3 2017.

Based on Nations Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.