Ladenburg Thalmann Financial Services’s Hartford Multifactor REIT ETF RORE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio RORE Stock Details RORE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$98K	Hold	6,000	–	–	﹤0.01%	3021
2019 Q3	$98K	Sell	6,000 -10,146	-63%	-$160K	﹤0.01%	2951
2019 Q2	$246K	Sell	16,146 -53	-0.3%	-$823	﹤0.01%	2322
2019 Q1	$252K	Sell	16,199 -4,000	-20%	-$61.1K	﹤0.01%	2223
2018 Q4	$278K	Sell	20,199 -2,940	-13%	-$43.2K	﹤0.01%	1977
2018 Q3	$353K	Sell	23,139 -16,751	-42%	-$262K	﹤0.01%	1873
2018 Q2	$553K	Hold	39,890	–	–	0.01%	1487
2018 Q1	$553K	Buy	39,890 +3,275	+9%	+$46.5K	0.01%	1487
2017 Q4	$568K	Buy	36,615 +9,814	+37%	+$154K	0.01%	1459
2017 Q3	$418K	Buy	26,801 +3,005	+13%	+$46.6K	﹤0.01%	1585
2017 Q2	$365K	Buy	23,796 +1,920	+9%	+$29.4K	﹤0.01%	1598
2017 Q1	$329K	Buy	21,876 +21,510	+5,877%	+$326K	﹤0.01%	1585
2016 Q4	$6K	Buy	+366	New	+$5.35K	﹤0.01%	4170

Other funds holding RORE

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's RORE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Hartford Multifactor REIT ETF (RORE) position steady in Q4 2019 at 6,000 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

Ladenburg Thalmann Financial Services first reported a position in RORE in Q4 2016 and has held it in 13 quarters since. The position peaked at $568K in Q4 2017. 9 funds tracked by Wall St. Rank hold RORE as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,000 shares of Hartford Multifactor REIT ETF worth $98K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Hartford Multifactor REIT ETF share count unchanged in Q4 2019.
Hartford Multifactor REIT ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3021 holding.
Ladenburg Thalmann Financial Services first reported a position in Hartford Multifactor REIT ETF in Q4 2016 and has held it in 13 quarters since.
Ladenburg Thalmann Financial Services's Hartford Multifactor REIT ETF position peaked at $568K in Q4 2017.
9 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.