Commonwealth Equity Services
RORE

Commonwealth Equity Services’s Hartford Multifactor REIT ETF RORE Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-16,872
Closed -$231K – 2812
2018
Q4 		$231K Buy
16,872
+217
+1% +$3.19K ﹤0.01% 2224
2018
Q3 		$254K Buy
+16,655
New +$260K ﹤0.01% 2313

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
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services's RORE Position: Q1 2019 in Review

Commonwealth Equity Services sold out of Hartford Multifactor REIT ETF (RORE) in Q1 2019, closing a stake of 16,872 shares — an estimated $231K sold.

Commonwealth Equity Services first reported a position in RORE in Q3 2018 and held it in 2 quarters. The position peaked at $254K in Q3 2018. 9 funds tracked by Wall St. Rank hold RORE as of Q1 2019.

  • Commonwealth Equity Services reported no remaining Hartford Multifactor REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Commonwealth Equity Services sold 16,872 Hartford Multifactor REIT ETF shares in Q1 2019, an estimated $231K.
  • Commonwealth Equity Services first reported a position in Hartford Multifactor REIT ETF in Q3 2018 and held it in 2 quarters.
  • Commonwealth Equity Services's Hartford Multifactor REIT ETF position peaked at $254K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q1 2019.

Based on Commonwealth Equity Services's 13F filing for Q1 2019, filed 13 May 2019.