RWP
RJI

RWA Wealth Partners’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-2,357
Closed -$13K – 750
2018
Q2 		$13K Buy
+2,357
New +$13.4K ﹤0.01% 589

Other funds holding RJI

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D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RWA Wealth Partners's RJI Position: Q3 2018 in Review

RWA Wealth Partners sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q3 2018, closing a stake of 2,357 shares — an estimated $13K sold.

RWA Wealth Partners first reported a position in RJI in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 50 funds tracked by Wall St. Rank hold RJI as of Q3 2018.

  • RWA Wealth Partners reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,357 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q3 2018, an estimated $13K.
  • RWA Wealth Partners first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $13K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.