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Global Trust Asset Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Global Trust Asset 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
Q3 		– Sell
-322
Closed -$8K – 431
2019
Q2 		$8K Hold
322
– – 0.01% 310
2019
Q1 		$8K Hold
322
– – 0.01% 290
2018
Q4 		$7K Hold
322
– – 0.01% 296
2018
Q3 		$7K Hold
322
– – ﹤0.01% 329
2018
Q2 		$7K Buy
+322
New +$7.94K 0.01% 317

Other funds holding ROAM

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Global Trust Asset Management's ROAM Position: Q3 2019 in Review

Global Trust Asset Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q3 2019, closing a stake of 322 shares — an estimated $8K sold.

Global Trust Asset Management first reported a position in ROAM in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q2 2019. 25 funds tracked by Wall St. Rank hold ROAM as of Q3 2019.

  • Global Trust Asset Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Global Trust Asset Management sold 322 Hartford Multifactor Emerging Markets ETF shares in Q3 2019, an estimated $8K.
  • Global Trust Asset Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2018 and held it in 5 quarters.
  • Global Trust Asset Management's Hartford Multifactor Emerging Markets ETF position peaked at $8K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2019.

Based on Global Trust Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.