EWM
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Executive Wealth Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Executive Wealth Management’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-15,245
Closed -$357K – 936
2019
Q1 		$357K Sell
15,245
-819
-5% -$19.3K 0.06% 117
2018
Q4 		$354K Buy
+16,064
New +$358K 0.06% 120

Other funds holding ROAM

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Executive Wealth Management's ROAM Position: Q2 2019 in Review

Executive Wealth Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2019, closing a stake of 15,245 shares — an estimated $357K sold.

Executive Wealth Management first reported a position in ROAM in Q4 2018 and held it in 2 quarters. The position peaked at $357K in Q1 2019. 25 funds tracked by Wall St. Rank hold ROAM as of Q2 2019.

  • Executive Wealth Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 15,245 Hartford Multifactor Emerging Markets ETF shares in Q2 2019, an estimated $357K.
  • Executive Wealth Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Hartford Multifactor Emerging Markets ETF position peaked at $357K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.