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Patriot Investment Management Group’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Patriot Investment Management Group’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$7.69K – 542
2020
Q2 		$7.69K Buy
+100
New +$7.57K ﹤0.01% 526

Other funds holding RAVI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Patriot Investment Management Group's RAVI Position: Q3 2020 in Review

Patriot Investment Management Group sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q3 2020, closing a stake of 100 shares — an estimated $7.69K sold.

Patriot Investment Management Group first reported a position in RAVI in Q2 2020 and held it in 1 quarter. The position peaked at $7.69K in Q2 2020. 46 funds tracked by Wall St. Rank hold RAVI as of Q3 2020.

  • Patriot Investment Management Group reported no remaining FlexShares Ultra-Short Income Fund position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 100 FlexShares Ultra-Short Income Fund shares in Q3 2020, an estimated $7.69K.
  • Patriot Investment Management Group first reported a position in FlexShares Ultra-Short Income Fund in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's FlexShares Ultra-Short Income Fund position peaked at $7.69K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.