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Riverview Trust Company’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Riverview Trust Company’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
2024
Q1 		– Sell
-3,971
Closed -$298K – 648
2023
Q4 		$298K Hold
3,971
– – 0.3% 72
2023
Q3 		$298K Buy
+3,971
New +$298K 0.26% 65

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Riverview Trust Company's RAVI Position: Q1 2024 in Review

Riverview Trust Company sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q1 2024, closing a stake of 3,971 shares — an estimated $298K sold.

Riverview Trust Company first reported a position in RAVI in Q3 2023 and held it in 2 quarters. The position peaked at $298K in Q3 2023. 57 funds tracked by Wall St. Rank hold RAVI as of Q1 2024.

  • Riverview Trust Company reported no remaining FlexShares Ultra-Short Income Fund position as of Q1 2024 after selling out during the quarter.
  • Riverview Trust Company sold 3,971 FlexShares Ultra-Short Income Fund shares in Q1 2024, an estimated $298K.
  • Riverview Trust Company first reported a position in FlexShares Ultra-Short Income Fund in Q3 2023 and held it in 2 quarters.
  • Riverview Trust Company's FlexShares Ultra-Short Income Fund position peaked at $298K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2024.

Based on Riverview Trust Company's 13F filing for Q1 2024, filed 12 Apr 2024.