Inscription Capital’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Inscription Capital’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 Q1	–	Sell	-161,097	Closed	-$4.73M	–	157
2019 Q4	$4.73M	Sell	161,097 -33,125	-17%	-$951K	2.09%	8
2019 Q3	$5.42M	Sell	194,222 -53,640	-22%	-$1.48M	2.98%	5
2019 Q2	$6.64M	Buy	+247,862	New	+$6.98M	4.97%	5

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Inscription Capital's RODM Position: Q1 2020 in Review

Inscription Capital sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2020, closing a stake of 161,097 shares — an estimated $4.73M sold.

Inscription Capital first reported a position in RODM in Q2 2019 and held it in 3 quarters. The position peaked at $6.64M in Q2 2019. 120 funds tracked by Wall St. Rank hold RODM as of Q1 2020.

Inscription Capital reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2020 after selling out during the quarter.
Inscription Capital sold 161,097 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2020, an estimated $4.73M.
Inscription Capital first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2019 and held it in 3 quarters.
Inscription Capital's Hartford Multifactor Developed Markets ex-US ETF position peaked at $6.64M in Q2 2019.
120 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2020.

Based on Inscription Capital's 13F filing for Q1 2020, filed 14 May 2020.