Carroll Financial Associates’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Carroll Financial Associates’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
2021 Q1	–	Sell	-754	Closed	-$21K	–	1741
2020 Q4	$21K	Buy	754 +282	+60%	+$7.67K	﹤0.01%	916
2020 Q3	$12K	Hold	472	–	–	﹤0.01%	994
2020 Q2	$11K	Hold	472	–	–	﹤0.01%	1017
2020 Q1	$10K	Hold	472	–	–	﹤0.01%	949
2019 Q4	$13K	Hold	472	–	–	﹤0.01%	987
2019 Q3	$13K	Buy	+472	New	+$13.1K	﹤0.01%	937

Other funds holding RODM

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

CPO

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Carroll Financial Associates's RODM Position: Q1 2021 in Review

Carroll Financial Associates sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2021, closing a stake of 754 shares — an estimated $21K sold.

Carroll Financial Associates first reported a position in RODM in Q3 2019 and held it in 6 quarters. The position peaked at $21K in Q4 2020. 136 funds tracked by Wall St. Rank hold RODM as of Q1 2021.

Carroll Financial Associates reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2021 after selling out during the quarter.
Carroll Financial Associates sold 754 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2021, an estimated $21K.
Carroll Financial Associates first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2019 and held it in 6 quarters.
Carroll Financial Associates's Hartford Multifactor Developed Markets ex-US ETF position peaked at $21K in Q4 2020.
136 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.