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Lattice Strategies’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Lattice Strategies’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
Q1 		$26.6M Buy
946,750
+8,910
+1% +$246K 24.35% 1
2018
Q4 		$24.2M Buy
937,840
+16,880
+2% +$456K 20.98% 1
2018
Q3 		$26.7M Sell
920,960
-59,700
-6% -$1.72M 20.65% 2
2018
Q2 		$27.8M Sell
980,660
-70,490
-7% -$2.07M 21.72% 1
2018
Q1 		$30.4M Buy
1,051,150
+71,700
+7% +$2.12M 22.1% 1
2017
Q4 		$28.5M Sell
979,450
-170
-0% -$4.89K 20.61% 1
2017
Q3 		$27.7M Sell
979,620
-30,680
-3% -$852K 20.83% 1
2017
Q2 		$27.1M Sell
1,010,300
-76,485
-7% -$2.04M 20.85% 1
2017
Q1 		$27.6M Buy
1,086,785
+116,460
+12% +$2.89M 21.52% 1
2016
Q4 		$23M Sell
970,325
-82,010
-8% -$1.96M 18.75% 2
2016
Q3 		$25.9M Sell
1,052,335
-7,070
-0.7% -$173K 19.77% 1
2016
Q2 		$24.7M Buy
1,059,405
+69,315
+7% +$1.66M 19.35% 1
2016
Q1 		$23.7M Sell
990,090
-58,160
-6% -$1.32M 18.47% 1
2015
Q4 		$24.8M Sell
1,048,250
-53,740
-5% -$1.29M 19.59% 1
2015
Q3 		$25.2M Buy
1,101,990
+83,809
+8% +$2.03M 17.74% 1
2015
Q2 		$25.2M Buy
1,018,181
+112,081
+12% +$2.9M 14.57% 1
2015
Q1 		$22.3M Buy
+906,100
New +$22.5M 12.48% 1

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
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Lattice Strategies's RODM Position: Q1 2019 in Review

Lattice Strategies increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.95% in Q1 2019, buying an estimated $246K and bringing the position to 946,750 shares worth $26.6M. The position accounts for 24.35% of the portfolio, ranked #1.

Lattice Strategies first reported a position in RODM in Q1 2015 and has held it in 17 quarters since. The position peaked at $30.4M in Q1 2018. 84 funds tracked by Wall St. Rank hold RODM as of Q1 2019.

  • Lattice Strategies held 946,750 shares of Hartford Multifactor Developed Markets ex-US ETF worth $26.6M as of Q1 2019.
  • Lattice Strategies bought 8,910 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2019, an estimated $246K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 24.35% of Lattice Strategies's portfolio in Q1 2019, its #1 holding.
  • Lattice Strategies first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2015 and has held it in 17 quarters since.
  • Lattice Strategies's Hartford Multifactor Developed Markets ex-US ETF position peaked at $30.4M in Q1 2018.
  • 84 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2019.

Based on Lattice Strategies's 13F filing for Q1 2019, filed 8 May 2019.