Next Capital Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Next Capital 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
2019 Q1	–	Sell	-1,477	Closed	-$38K	–	268
2018 Q4	$38K	Buy	+1,477	New	+$39.9K	0.03%	144

Other funds holding RODM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Next Capital Management's RODM Position: Q1 2019 in Review

Next Capital Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2019, closing a stake of 1,477 shares — an estimated $38K sold.

Next Capital Management first reported a position in RODM in Q4 2018 and held it in 1 quarter. The position peaked at $38K in Q4 2018. 84 funds tracked by Wall St. Rank hold RODM as of Q1 2019.

Next Capital Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2019 after selling out during the quarter.
Next Capital Management sold 1,477 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2019, an estimated $38K.
Next Capital Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and held it in 1 quarter.
Next Capital Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $38K in Q4 2018.
84 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2019.

Based on Next Capital Management's 13F filing for Q1 2019, filed 22 Apr 2019.