Northwest Wealth Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Northwest Wealth Management’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 Q2	–	Sell	-1,962	Closed	-$46K	–	389
2019 Q1	$46K	Hold	1,962	–	–	0.03%	224
2018 Q4	$43K	Buy	+1,962	New	+$43.8K	0.04%	214
2018 Q2	–	Sell	-2,260	Closed	-$59K	–	534
2018 Q1	$59K	Buy	+2,260	New	+$60.3K	0.04%	202

Other funds holding ROAM

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwest Wealth Management's ROAM Position: Q2 2019 in Review

Northwest Wealth Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2019, closing a stake of 1,962 shares — an estimated $46K sold.

Northwest Wealth Management first reported a position in ROAM in Q1 2018 and held it in 3 quarters. The position peaked at $59K in Q1 2018. 25 funds tracked by Wall St. Rank hold ROAM as of Q2 2019.

Northwest Wealth Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,962 Hartford Multifactor Emerging Markets ETF shares in Q2 2019, an estimated $46K.
Northwest Wealth Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2018 and held it in 3 quarters.
Northwest Wealth Management's Hartford Multifactor Emerging Markets ETF position peaked at $59K in Q1 2018.
25 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.