United Capital Financial Advisors’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-21,534	Closed	-$121K	–	1384
2018 Q3	$121K	Sell	21,534 -38,531	-64%	-$212K	﹤0.01%	1287
2018 Q2	$341K	Sell	60,065 -121,626	-67%	-$691K	﹤0.01%	1045
2018 Q1	$1M	Sell	181,691 -13,404	-7%	-$73.6K	0.01%	775
2017 Q4	$1.05M	Sell	195,095 -29,341	-13%	-$153K	0.01%	768
2017 Q3	$1.15M	Buy	224,436 +80,480	+56%	+$400K	0.01%	743
2017 Q2	$704K	Sell	143,956 -18,722	-12%	-$92.1K	0.01%	849
2017 Q1	$826K	Buy	+162,678	New	+$844K	0.01%	796
2014 Q2	–	Sell	-10,531	Closed	-$90K	–	955
2014 Q1	$90K	Buy	+10,531	New	+$87.4K	﹤0.01%	913

Other funds holding RJI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

United Capital Financial Advisors's RJI Position: Q4 2018 in Review

United Capital Financial Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) in Q4 2018, closing a stake of 21,534 shares — an estimated $121K sold.

United Capital Financial Advisors first reported a position in RJI in Q1 2014 and held it in 8 quarters. The position peaked at $1.15M in Q3 2017. 50 funds tracked by Wall St. Rank hold RJI as of Q4 2018.

United Capital Financial Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 21,534 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return shares in Q4 2018, an estimated $121K.
United Capital Financial Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q1 2014 and held it in 8 quarters.
United Capital Financial Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $1.15M in Q3 2017.
50 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.