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Golden State Wealth Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Golden State 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
-953
Closed -$22K – 1143
2019
Q1 		$22K Buy
+953
New +$22.4K 0.01% 608

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Bank of America
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BCI
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PFGIA
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Citadel Advisors
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Jane Street
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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

Golden State Wealth Management's ROAM Position: Q2 2019 in Review

Golden State Wealth Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2019, closing a stake of 953 shares — an estimated $22K sold.

Golden State Wealth Management first reported a position in ROAM in Q1 2019 and held it in 1 quarter. The position peaked at $22K in Q1 2019. 25 funds tracked by Wall St. Rank hold ROAM as of Q2 2019.

  • Golden State Wealth Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 953 Hartford Multifactor Emerging Markets ETF shares in Q2 2019, an estimated $22K.
  • Golden State Wealth Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Hartford Multifactor Emerging Markets ETF position peaked at $22K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.