Advisor Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Advisor Group’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6.41M	Sell	218,286 -15,408	-7%	-$443K	0.04%	341
2019 Q3	$6.51M	Sell	233,694 -17,428	-7%	-$482K	0.05%	325
2019 Q2	$7.07M	Sell	251,122 -167	-0.1%	-$4.71K	0.05%	302
2019 Q1	$7.08M	Sell	251,289 -27,873	-10%	-$769K	0.06%	292
2018 Q4	$7.2M	Buy	279,162 +13,882	+5%	+$375K	0.07%	229
2018 Q3	$7.68M	Buy	265,280 +62,012	+31%	+$1.78M	0.08%	219
2018 Q2	$5.77M	Buy	203,268 +17,639	+10%	+$517K	0.08%	226
2018 Q1	$5.42M	Buy	185,629 +12,524	+7%	+$370K	0.07%	228
2017 Q4	$5.05M	Buy	173,105 +125,394	+263%	+$3.61M	0.07%	257
2017 Q3	$1.35M	Buy	47,711 +47,211	+9,442%	+$1.31M	0.02%	666
2017 Q2	$14K	Hold	500	–	–	﹤0.01%	3741
2017 Q1	$13K	Buy	+500	New	+$12.4K	﹤0.01%	3631

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's RODM Position: Q4 2019 in Review

Advisor Group reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 6.6% in Q4 2019, selling an estimated $443K and leaving 218,286 shares worth $6.41M. The position accounts for 0.04% of the portfolio, ranked #341.

Advisor Group first reported a position in RODM in Q1 2017 and has held it in 12 quarters since. The position peaked at $7.68M in Q3 2018. 118 funds tracked by Wall St. Rank hold RODM as of Q4 2019.

Advisor Group held 218,286 shares of Hartford Multifactor Developed Markets ex-US ETF worth $6.41M as of Q4 2019.
Advisor Group sold 15,408 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2019, an estimated $443K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #341 holding.
Advisor Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2017 and has held it in 12 quarters since.
Advisor Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $7.68M in Q3 2018.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.