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Riverview Trust Company’s Northern Trust Ultra-Short Fixed Income ETF 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

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 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 $424B AUM 22.96% 1-Year Est. Return
CL
CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 Northern Trust Ultra-Short Fixed Income ETF (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 Northern Trust Ultra-Short Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Riverview Trust Company sold 3,971 Northern Trust Ultra-Short Fixed Income ETF shares in Q1 2024, an estimated $298K.
  • Riverview Trust Company first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q3 2023 and held it in 2 quarters.
  • Riverview Trust Company's Northern Trust Ultra-Short Fixed Income ETF position peaked at $298K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q1 2024.

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