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Wealthspire Advisors (New York)’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-5,979
Closed -$449K – 627
2018
Q4 		$449K Buy
+5,979
New +$451K 0.04% 38

Other funds holding RAVI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NWS
Newport Wealth Strategies Irvine, California $165M AUM 24.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s RAVI Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Northern Trust Ultra-Short Fixed Income ETF (RAVI) in Q1 2019, closing a stake of 5,979 shares — an estimated $449K sold.

Wealthspire Advisors (New York) first reported a position in RAVI in Q4 2018 and held it in 1 quarter. The position peaked at $449K in Q4 2018. 34 funds tracked by Wall St. Rank hold RAVI as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Northern Trust Ultra-Short Fixed Income ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,979 Northern Trust Ultra-Short Fixed Income ETF shares in Q1 2019, an estimated $449K.
  • Wealthspire Advisors (New York) first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Northern Trust Ultra-Short Fixed Income ETF position peaked at $449K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.