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Kelly Financial Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Kelly Financial 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
2019
Q4 		– Sell
-1,654
Closed -$46.1K – 571
2019
Q3 		$46.1K Sell
1,654
-703
-30% -$19.4K 0.04% 84
2019
Q2 		$66.4K Buy
2,357
+39
+2% +$1.1K 0.06% 62
2019
Q1 		$65.3K Buy
+2,318
New +$63.9K 0.07% 66

Other funds holding RODM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kelly Financial Services's RODM Position: Q4 2019 in Review

Kelly Financial Services sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2019, closing a stake of 1,654 shares — an estimated $46.1K sold.

Kelly Financial Services first reported a position in RODM in Q1 2019 and held it in 3 quarters. The position peaked at $66.4K in Q2 2019. 118 funds tracked by Wall St. Rank hold RODM as of Q4 2019.

  • Kelly Financial Services reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2019 after selling out during the quarter.
  • Kelly Financial Services sold 1,654 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2019, an estimated $46.1K.
  • Kelly Financial Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2019 and held it in 3 quarters.
  • Kelly Financial Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $66.4K in Q2 2019.
  • 118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2019.

Based on Kelly Financial Services's 13F filing for Q4 2019, filed 17 Jul 2024.