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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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RFCTX

RFCTX — 13F Holders Deep Dive

Russell Strategic Bond-s

+$83.6K

Net Activity

Data as of: 2016-06-30

Institutions Holding

1

Popularity Rank

#17046

Avg Weight

0.01%

Total Value

$91.6K

Ownership Trend

1 institutions currently hold RFCTX, with 1 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2016)

Neutral

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

WP
WealthPLAN Partners, LLC
$91.6K

Top 5 by Conviction

WP
WealthPLAN Partners, LLC
0.01%
View all 1 holding institutions

Quarterly Activity

Recent Activity

+$91.6K

Total Buy Value

$8.0K

Total Sell Value

New buy1
Trim0
Add0
Sold out1

1

Net Buyers

1

Net Sellers

Smart Money Convergence

RFCTX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2016-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/RFCTX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

782494454

FAQ

Who are the top institutional investors holding RUSSELL STRATEGIC BOND-S (RFCTX)?
Major stakeholders currently include WealthPLAN Partners, LLC ($91.6K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in RFCTX.
What is the overall institutional sentiment toward RFCTX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $83.6K, driven by 1 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their RFCTX positions?
In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $8.0K.
Are there any notable investors adding RFCTX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $91.6K.

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Developer Access

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REST API

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CLI

npx alphasmo stocks get RFCTX
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