AG
RORE

Advisor Group’s Hartford Multifactor REIT ETF RORE Stock Holding History

Advisor Group’s Portfolio RORE Stock Details RORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$40K Sell
2,428
-320
-12% -$5.25K ﹤0.01% 3571
2019
Q3 		$45K Sell
2,748
-6,850
-71% -$108K ﹤0.01% 3476
2019
Q2 		$147K Sell
9,598
-5,650
-37% -$87.8K ﹤0.01% 2555
2019
Q1 		$237K Buy
15,248
+12,400
+435% +$189K ﹤0.01% 2142
2018
Q4 		$39K Buy
2,848
+948
+50% +$13.9K ﹤0.01% 3375
2018
Q3 		$29K Hold
1,900
– – ﹤0.01% 3665
2018
Q2 		$30K Buy
1,900
+50
+3% +$724 ﹤0.01% 3467
2018
Q1 		$26K Sell
1,850
-7,923
-81% -$113K ﹤0.01% 3531
2017
Q4 		$151K Buy
9,773
+1,150
+13% +$18K ﹤0.01% 2234
2017
Q3 		$134K Buy
8,623
+473
+6% +$7.33K ﹤0.01% 2163
2017
Q2 		$125K Buy
8,150
+350
+4% +$5.35K ﹤0.01% 2125
2017
Q1 		$117K Buy
7,800
+4,500
+136% +$68.2K ﹤0.01% 2052
2016
Q4 		$50K Buy
+3,300
New +$48.2K ﹤0.01% 2624

Other funds holding RORE

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's RORE Position: Q4 2019 in Review

Advisor Group reduced its Hartford Multifactor REIT ETF (RORE) stake by 12% in Q4 2019, selling an estimated $5.25K and leaving 2,428 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Advisor Group first reported a position in RORE in Q4 2016 and has held it in 13 quarters since. The position peaked at $237K in Q1 2019. 9 funds tracked by Wall St. Rank hold RORE as of Q4 2019.

  • Advisor Group held 2,428 shares of Hartford Multifactor REIT ETF worth $40K as of Q4 2019.
  • Advisor Group sold 320 Hartford Multifactor REIT ETF shares in Q4 2019, an estimated $5.25K.
  • Hartford Multifactor REIT ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3571 holding.
  • Advisor Group first reported a position in Hartford Multifactor REIT ETF in Q4 2016 and has held it in 13 quarters since.
  • Advisor Group's Hartford Multifactor REIT ETF position peaked at $237K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q4 2019.

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