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

PRW 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	-102,406	Closed	-$3.01M	–	70
2019 Q4	$3.01M	Buy	102,406 +1,401	+1%	+$40.2K	3.41%	9
2019 Q3	$2.82M	Sell	101,005 -6,574	-6%	-$182K	3.42%	9
2019 Q2	$3.03M	Buy	107,579 +10,631	+11%	+$300K	3.36%	9
2019 Q1	$2.73M	Buy	96,948 +18,395	+23%	+$507K	2.54%	10
2018 Q4	$2.03M	Buy	+78,553	New	+$2.12M	2.52%	9

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

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

PRW Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2020, closing a stake of 102,406 shares — an estimated $3.01M sold.

PRW Wealth Management first reported a position in RODM in Q4 2018 and held it in 5 quarters. The position peaked at $3.03M in Q2 2019. 120 funds tracked by Wall St. Rank hold RODM as of Q1 2020.

PRW Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2020 after selling out during the quarter.
PRW Wealth Management sold 102,406 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2020, an estimated $3.01M.
PRW Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and held it in 5 quarters.
PRW Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3.03M in Q2 2019.
120 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2020.

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