Capital Investment Advisory Services’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Capital Investment Advisory Services’s Portfolio ROUS Stock Details ROUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-191	Closed	-$6K	–	1106
2019 Q3	$6K	Hold	191	–	–	﹤0.01%	1102
2019 Q2	$6K	Sell	191 -348	-65%	-$10.9K	﹤0.01%	1102
2019 Q1	$17K	Hold	539	–	–	0.01%	723
2018 Q4	$15K	Buy	+539	New	+$16.4K	0.01%	710

Other funds holding ROUS

HFM

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

RJFSA

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

AAS

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

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

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

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

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Capital Investment Advisory Services sold out of Hartford Multifactor US Equity ETF (ROUS) in Q4 2019, closing a stake of 191 shares — an estimated $6K sold.

Capital Investment Advisory Services first reported a position in ROUS in Q4 2018 and held it in 4 quarters. The position peaked at $17K in Q1 2019. 37 funds tracked by Wall St. Rank hold ROUS as of Q4 2019.

Capital Investment Advisory Services reported no remaining Hartford Multifactor US Equity ETF position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 191 Hartford Multifactor US Equity ETF shares in Q4 2019, an estimated $6K.
Capital Investment Advisory Services first reported a position in Hartford Multifactor US Equity ETF in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's Hartford Multifactor US Equity ETF position peaked at $17K in Q1 2019.
37 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2019.

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