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

First Allied 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	–	Sell	-8,890	Closed	-$219K	–	1230
2020 Q2	$219K	Sell	8,890 -576	-6%	-$13.7K	0.01%	960
2020 Q1	$209K	Sell	9,466 -2,626	-22%	-$70.2K	0.01%	917
2019 Q4	$353K	Buy	12,092 +2,951	+32%	+$84.8K	0.01%	856
2019 Q3	$254K	Buy	9,141 +1,179	+15%	+$32.6K	0.01%	982
2019 Q2	$224K	Buy	+7,962	New	+$224K	0.01%	1044

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

First Allied Advisory Services's RODM Position: Q3 2020 in Review

First Allied Advisory Services sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2020, closing a stake of 8,890 shares — an estimated $219K sold.

First Allied Advisory Services first reported a position in RODM in Q2 2019 and held it in 5 quarters. The position peaked at $353K in Q4 2019. 130 funds tracked by Wall St. Rank hold RODM as of Q3 2020.

First Allied Advisory Services reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 8,890 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2020, an estimated $219K.
First Allied Advisory Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2019 and held it in 5 quarters.
First Allied Advisory Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $353K in Q4 2019.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2020.

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