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

Cascadia 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
2020 Q3	$855K	Sell	33,049 -13,759	-29%	-$356K	0.24%	120
2020 Q2	$1.15M	Buy	+46,808	New	+$1.11M	0.35%	86

Other funds holding RODM

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

AAS

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

RJFSA

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

HFM

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

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Cascadia Advisory Services's RODM Position: Q3 2020 in Review

Cascadia Advisory Services reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 29% in Q3 2020, selling an estimated $356K and leaving 33,049 shares worth $855K. The position accounts for 0.24% of the portfolio, ranked #120.

Cascadia Advisory Services first reported a position in RODM in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.15M in Q2 2020. 130 funds tracked by Wall St. Rank hold RODM as of Q3 2020.

Cascadia Advisory Services held 33,049 shares of Hartford Multifactor Developed Markets ex-US ETF worth $855K as of Q3 2020.
Cascadia Advisory Services sold 13,759 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2020, an estimated $356K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.24% of Cascadia Advisory Services's portfolio in Q3 2020, its #120 holding.
Cascadia Advisory Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and has held it in 2 quarters since.
Cascadia Advisory Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.15M in Q2 2020.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.