SPIA
RJI

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

Steward Partners Investment Advisory’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
2017
Q3 		– Sell
-560
Closed -$2K – 1798
2017
Q2 		$2K Buy
+560
New +$2.75K ﹤0.01% 1466

Other funds holding RJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BO
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Steward Partners Investment Advisory's RJI Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q3 2017, closing a stake of 560 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in RJI in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 42 funds tracked by Wall St. Rank hold RJI as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 560 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q3 2017, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q2 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $2K in Q2 2017.
  • 42 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.