RCA
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Rowland Carmichael Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Rowland Carmichael 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
2020
Q4 		$1.04M Sell
36,711
-37,952
-51% -$1.03M 0.33% 74
2020
Q3 		$1.93M Buy
74,663
+3,534
+5% +$91.3K 0.76% 27
2020
Q2 		$1.75M Buy
+71,129
New +$1.69M 0.74% 27

Other funds holding RODM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
UBS Group
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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Rowland Carmichael Advisors's RODM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 51% in Q4 2020, selling an estimated $1.03M and leaving 36,711 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #74.

Rowland Carmichael Advisors first reported a position in RODM in Q2 2020 and has held it in 3 quarters since. The position peaked at $1.93M in Q3 2020. 143 funds tracked by Wall St. Rank hold RODM as of Q4 2020.

  • Rowland Carmichael Advisors held 36,711 shares of Hartford Multifactor Developed Markets ex-US ETF worth $1.04M as of Q4 2020.
  • Rowland Carmichael Advisors sold 37,952 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2020, an estimated $1.03M.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.33% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #74 holding.
  • Rowland Carmichael Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and has held it in 3 quarters since.
  • Rowland Carmichael Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.93M in Q3 2020.
  • 143 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.