Northwest Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Northwest Wealth 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
2020 Q1	–	Sell	-12,000	Closed	-$352K	–	109
2019 Q4	$352K	Hold	12,000	–	–	0.32%	69
2019 Q3	$335K	Hold	12,000	–	–	0.28%	84
2019 Q2	$338K	Hold	12,000	–	–	0.27%	87
2019 Q1	$338K	Hold	12,000	–	–	0.25%	85
2018 Q4	$310K	Buy	+12,000	New	+$324K	0.26%	81

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

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

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

RJFSA

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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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

Northwest Wealth Management's RODM Position: Q1 2020 in Review

Northwest Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2020, closing a stake of 12,000 shares — an estimated $352K sold.

Northwest Wealth Management first reported a position in RODM in Q4 2018 and held it in 5 quarters. The position peaked at $352K in Q4 2019. 120 funds tracked by Wall St. Rank hold RODM as of Q1 2020.

Northwest Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2020 after selling out during the quarter.
Northwest Wealth Management sold 12,000 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2020, an estimated $352K.
Northwest Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and held it in 5 quarters.
Northwest Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $352K in Q4 2019.
120 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2020.

Based on Northwest Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.