Mariner Independent Advisor Network’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.03M	Sell	93,471 -6,337	-6%	-$155K	0.09%	231
2022 Q2	$2.48M	Sell	99,808 -60,625	-38%	-$1.65M	0.1%	202
2022 Q1	$4.68M	Buy	160,433 +5,641	+4%	+$165K	0.18%	133
2021 Q4	$4.66M	Sell	154,792 -30,997	-17%	-$941K	0.22%	110
2021 Q3	$5.6M	Sell	185,789 -2,153	-1%	-$67K	0.27%	95
2021 Q2	$5.77M	Sell	187,942 -6,969	-4%	-$216K	0.26%	94
2021 Q1	$5.79M	Sell	194,911 -8,050	-4%	-$234K	0.3%	75
2020 Q4	$5.75M	Sell	202,961 -7,614	-4%	-$207K	0.31%	79
2020 Q3	$5.45M	Sell	210,575 -197,161	-48%	-$5.09M	0.45%	53
2020 Q2	$10.1M	Sell	407,736 -447,813	-52%	-$10.6M	0.93%	22
2020 Q1	$18.2M	Sell	855,549 -359,515	-30%	-$9.61M	1.64%	12
2019 Q4	$35.7M	Buy	1,215,064 +28,738	+2%	+$825K	2.57%	6
2019 Q3	$32.9M	Sell	1,186,326 -245,157	-17%	-$6.78M	2.5%	4
2019 Q2	$40.4M	Buy	1,431,483 +56,048	+4%	+$1.58M	3.04%	4
2019 Q1	$39M	Buy	1,375,435 +348,496	+34%	+$9.61M	3.29%	3
2018 Q4	$27.3M	Buy	1,026,939 +165,792	+19%	+$4.48M	2.43%	7
2018 Q3	$24.9M	Buy	861,147 +630,387	+273%	+$18.1M	3.12%	6
2018 Q2	$6.55M	Sell	230,760 -1,050,120	-82%	-$30.8M	1.16%	18
2018 Q1	$37.4M	Buy	1,280,880 +800,628	+167%	+$23.7M	2.3%	8
2017 Q4	$14M	Sell	480,252 -180,702	-27%	-$5.2M	1.47%	16
2017 Q3	$18.8M	Buy	660,954 +442,703	+203%	+$12.3M	3.05%	9
2017 Q2	$5.91M	Buy	218,251 +202,022	+1,245%	+$5.38M	0.85%	32
2017 Q1	$415K	Buy	+16,229	New	+$403K	0.05%	170

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mariner Independent Advisor Network's RODM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 6.3% in Q3 2022, selling an estimated $155K and leaving 93,471 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #231.

Mariner Independent Advisor Network first reported a position in RODM in Q1 2017 and has held it in 23 quarters since. The position peaked at $40.4M in Q2 2019. 128 funds tracked by Wall St. Rank hold RODM as of Q3 2022.

Mariner Independent Advisor Network held 93,471 shares of Hartford Multifactor Developed Markets ex-US ETF worth $2.03M as of Q3 2022.
Mariner Independent Advisor Network sold 6,337 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2022, an estimated $155K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #231 holding.
Mariner Independent Advisor Network first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2017 and has held it in 23 quarters since.
Mariner Independent Advisor Network's Hartford Multifactor Developed Markets ex-US ETF position peaked at $40.4M in Q2 2019.
128 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.