QPWM
RFCI icon

Quadrant Private Wealth Management’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Quadrant Private Wealth Management’s Portfolio RFCI Stock Details RFCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,211
Closed -$205K – 117
2019
Q2 		$205K Hold
8,211
– – 0.19% 101
2019
Q1 		$201K Sell
8,211
-766
-9% -$18.4K 0.18% 100
2018
Q4 		$213K Buy
+8,977
New +$212K 0.23% 88

Other funds holding RFCI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quadrant Private Wealth Management's RFCI Position: Q3 2019 in Review

Quadrant Private Wealth Management sold out of ALPS Dynamic Core Income ETF (RFCI) in Q3 2019, closing a stake of 8,211 shares — an estimated $205K sold.

Quadrant Private Wealth Management first reported a position in RFCI in Q4 2018 and held it in 3 quarters. The position peaked at $213K in Q4 2018. 20 funds tracked by Wall St. Rank hold RFCI as of Q3 2019.

  • Quadrant Private Wealth Management reported no remaining ALPS Dynamic Core Income ETF position as of Q3 2019 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 8,211 ALPS Dynamic Core Income ETF shares in Q3 2019, an estimated $205K.
  • Quadrant Private Wealth Management first reported a position in ALPS Dynamic Core Income ETF in Q4 2018 and held it in 3 quarters.
  • Quadrant Private Wealth Management's ALPS Dynamic Core Income ETF position peaked at $213K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q3 2019.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.