Mid Atlantic Financial Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$8.11M	Buy	269,448 +24,658	+10%	+$768K	0.54%	28
2021 Q2	$7.52M	Buy	244,790 +35,329	+17%	+$1.1M	0.51%	33
2021 Q1	$6.22M	Buy	209,461 +14,672	+8%	+$427K	0.45%	45
2020 Q4	$5.51M	Buy	194,789 +101,363	+108%	+$2.76M	0.42%	48
2020 Q3	$2.53M	Sell	93,426 -32,703	-26%	-$845K	0.22%	102
2020 Q2	$3.1M	Sell	126,129 -2,340	-2%	-$55.5K	0.3%	76
2020 Q1	$2.83M	Sell	128,469 -28,394	-18%	-$759K	0.33%	70
2019 Q4	$4.61M	Buy	156,863 +22,641	+17%	+$650K	0.43%	44
2019 Q3	$3.74M	Buy	134,222 +13,506	+11%	+$373K	0.4%	54
2019 Q2	$3.4M	Buy	120,716 +7,541	+7%	+$213K	0.35%	61
2019 Q1	$3.19M	Buy	113,175 +26,337	+30%	+$726K	0.35%	59
2018 Q4	$2.24M	Buy	+86,838	New	+$2.34M	0.28%	76

Other funds holding RODM

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's RODM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 10% in Q3 2021, buying an estimated $768K and bringing the position to 269,448 shares worth $8.11M. The position accounts for 0.54% of the portfolio, ranked #28.

Mid Atlantic Financial Management first reported a position in RODM in Q4 2018 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold RODM as of Q3 2021.

Mid Atlantic Financial Management held 269,448 shares of Hartford Multifactor Developed Markets ex-US ETF worth $8.11M as of Q3 2021.
Mid Atlantic Financial Management bought 24,658 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2021, an estimated $768K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.54% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #28 holding.
Mid Atlantic Financial Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and has held it in 12 quarters since.
129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.