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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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
FHA
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.