Mariner Independent Advisor Network
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Mariner Independent Advisor Network’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Mariner Independent Advisor Network’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-29,262
Closed -$673K – 376
2018
Q4 		$673K Buy
+29,262
New +$653K 0.06% 266

Other funds holding ROAM

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lattice Strategies
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Financial Advocates Investment Management
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Mariner Independent Advisor Network's ROAM Position: Q1 2019 in Review

Mariner Independent Advisor Network sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2019, closing a stake of 29,262 shares — an estimated $673K sold.

Mariner Independent Advisor Network first reported a position in ROAM in Q4 2018 and held it in 1 quarter. The position peaked at $673K in Q4 2018. 24 funds tracked by Wall St. Rank hold ROAM as of Q1 2019.

  • Mariner Independent Advisor Network reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 29,262 Hartford Multifactor Emerging Markets ETF shares in Q1 2019, an estimated $673K.
  • Mariner Independent Advisor Network first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2018 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Hartford Multifactor Emerging Markets ETF position peaked at $673K in Q4 2018.
  • 24 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2019, filed 2 May 2019.