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

Plante Moran Financial 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 Q3	–	Sell	-2,664	Closed	-$14K	–	932
2019 Q2	$14K	Buy	+2,664	New	+$14K	﹤0.01%	530
2016 Q1	–	Sell	-2,086	Closed	-$10K	–	1071
2015 Q4	$10K	Buy	+2,086	New	+$10.4K	0.01%	586
2014 Q1	–	Sell	-8,000	Closed	-$65K	–	716
2013 Q4	$65K	Buy	+8,000	New	+$65.3K	0.04%	195

Other funds holding RJI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

Plante Moran Financial Advisors's RJI Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q3 2019, closing a stake of 2,664 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in RJI in Q4 2013 and held it in 3 quarters. The position peaked at $65K in Q4 2013. 36 funds tracked by Wall St. Rank hold RJI as of Q3 2019.

Plante Moran Financial Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q3 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,664 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q3 2019, an estimated $14K.
Plante Moran Financial Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q4 2013 and held it in 3 quarters.
Plante Moran Financial Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $65K in Q4 2013.
36 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.