LPL Financial’s Hartford Multifactor REIT ETF RORE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-21,008
Closed -$257K 3683
2020
Q2
$257K Sell
21,008
-4,331
-17% -$50.8K ﹤0.01% 2948
2020
Q1
$276K Sell
25,339
-16,470
-39% -$242K ﹤0.01% 2559
2019
Q4
$681K Sell
41,809
-1,889
-4% -$31K ﹤0.01% 2119
2019
Q3
$715K Buy
43,698
+6,614
+18% +$104K ﹤0.01% 1986
2019
Q2
$566K Buy
37,084
+3,262
+10% +$50.7K ﹤0.01% 2188
2019
Q1
$526K Buy
33,822
+865
+3% +$13.2K ﹤0.01% 2185
2018
Q4
$453K Buy
32,957
+7,732
+31% +$114K ﹤0.01% 2116
2018
Q3
$385K Sell
25,225
-9,870
-28% -$154K ﹤0.01% 2452
2018
Q2
$544K Buy
35,095
+1,006
+3% +$14.6K ﹤0.01% 2124
2018
Q1
$472K Buy
34,089
+15,785
+86% +$224K ﹤0.01% 2204
2017
Q4
$284K Buy
18,304
+3,770
+26% +$59K ﹤0.01% 2549
2017
Q3
$226K Buy
14,534
+3,291
+29% +$51K ﹤0.01% 2581
2017
Q2
$172K Buy
+11,243
New +$172K ﹤0.01% 2625

LPL Financial's RORE Position: Q3 2020 in Review

LPL Financial sold out of Hartford Multifactor REIT ETF (RORE) in Q3 2020, closing a stake of 21,008 shares — an estimated $257K sold.

LPL Financial first reported a position in RORE in Q2 2017 and held it in 13 quarters. The position peaked at $715K in Q3 2019. 0 funds tracked by Wall St. Rank hold RORE as of Q3 2020.

  • LPL Financial reported no remaining Hartford Multifactor REIT ETF position as of Q3 2020 after selling out during the quarter.
  • LPL Financial sold 21,008 Hartford Multifactor REIT ETF shares in Q3 2020, an estimated $257K.
  • LPL Financial first reported a position in Hartford Multifactor REIT ETF in Q2 2017 and held it in 13 quarters.
  • LPL Financial's Hartford Multifactor REIT ETF position peaked at $715K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q3 2020.

Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.