OIA
RJI

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

OneDigital Investment 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
Q2 		– Sell
-400
Closed -$2K – 1296
2019
Q1 		$2K Hold
400
– – ﹤0.01% 1073
2018
Q4 		$2K Buy
+400
New +$2.14K ﹤0.01% 1045

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 $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

OneDigital Investment Advisors's RJI Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q2 2019, closing a stake of 400 shares — an estimated $2K sold.

OneDigital Investment Advisors first reported a position in RJI in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 47 funds tracked by Wall St. Rank hold RJI as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 400 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q2 2019, an estimated $2K.
  • OneDigital Investment Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q4 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $2K in Q1 2019.
  • 47 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.