Mariner Independent Advisor Network’s Hartford Multifactor REIT ETF RORE Stock Holding History

Mariner Independent Advisor Network’s Portfolio RORE Stock Details RORE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-178,376	Closed	-$2.76M	–	303
2018 Q2	$2.76M	Sell	178,376 -189,483	-52%	-$2.75M	0.49%	56
2018 Q1	$5.1M	Buy	367,859 +179,716	+96%	+$2.55M	0.31%	69
2017 Q4	$2.79M	Buy	188,143 +40,483	+27%	+$634K	0.29%	84
2017 Q3	$2.3M	Sell	147,660 -1,845	-1%	-$28.6K	0.37%	65
2017 Q2	$2.29M	Buy	+149,505	New	+$2.29M	0.33%	87

Other funds holding RORE

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's RORE Position: Q3 2018 in Review

Mariner Independent Advisor Network sold out of Hartford Multifactor REIT ETF (RORE) in Q3 2018, closing a stake of 178,376 shares — an estimated $2.76M sold.

Mariner Independent Advisor Network first reported a position in RORE in Q2 2017 and held it in 5 quarters. The position peaked at $5.1M in Q1 2018. 9 funds tracked by Wall St. Rank hold RORE as of Q3 2018.

Mariner Independent Advisor Network reported no remaining Hartford Multifactor REIT ETF position as of Q3 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 178,376 Hartford Multifactor REIT ETF shares in Q3 2018, an estimated $2.76M.
Mariner Independent Advisor Network first reported a position in Hartford Multifactor REIT ETF in Q2 2017 and held it in 5 quarters.
Mariner Independent Advisor Network's Hartford Multifactor REIT ETF position peaked at $5.1M in Q1 2018.
9 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q3 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2018, filed 7 Nov 2018.