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Darwin Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-174
Closed -$3K – 632
2020
Q1 		$3K Buy
+174
New +$4.65K ﹤0.01% 672

Other funds holding RODM

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Darwin Wealth Management's RODM Position: Q2 2020 in Review

Darwin Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2020, closing a stake of 174 shares — an estimated $3K sold.

Darwin Wealth Management first reported a position in RODM in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 135 funds tracked by Wall St. Rank hold RODM as of Q2 2020.

  • Darwin Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 174 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2020, an estimated $3K.
  • Darwin Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3K in Q1 2020.
  • 135 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.