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Optimum Investment Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Optimum Investment Advisors’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
2018
Q4 		– Sell
-400
Closed -$12K – 1017
2018
Q3 		$12K Hold
400
– – ﹤0.01% 816
2018
Q2 		$11K Hold
400
– – ﹤0.01% 834
2018
Q1 		$12K Buy
+400
New +$11.8K ﹤0.01% 799

Other funds holding RODM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's RODM Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2018, closing a stake of 400 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in RODM in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 74 funds tracked by Wall St. Rank hold RODM as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2018, an estimated $12K.
  • Optimum Investment Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $12K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.