Capital Investment Advisory Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Capital Investment Advisory Services’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	–	Sell	-1,013	Closed	-$28K	–	1101
2019 Q3	$28K	Hold	1,013	–	–	0.01%	716
2019 Q2	$29K	Hold	1,013	–	–	0.01%	681
2019 Q1	$29K	Sell	1,013 -1,310	-56%	-$36.1K	0.01%	596
2018 Q4	$60K	Buy	+2,323	New	+$62.7K	0.03%	421

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

Capital Investment Advisory Services's RODM Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2019, closing a stake of 1,013 shares — an estimated $28K sold.

Capital Investment Advisory Services first reported a position in RODM in Q4 2018 and held it in 4 quarters. The position peaked at $60K in Q4 2018. 118 funds tracked by Wall St. Rank hold RODM as of Q4 2019.

Capital Investment Advisory Services reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,013 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2019, an estimated $28K.
Capital Investment Advisory Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $60K in Q4 2018.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.