Simplicity Solutions’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-97,507	Closed	-$2.4M	–	933
2020 Q2	$2.4M	Buy	+97,507	New	+$2.31M	0.05%	274

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Simplicity Solutions's RODM Position: Q3 2020 in Review

Simplicity Solutions sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2020, closing a stake of 97,507 shares — an estimated $2.4M sold.

Simplicity Solutions first reported a position in RODM in Q2 2020 and held it in 1 quarter. The position peaked at $2.4M in Q2 2020. 130 funds tracked by Wall St. Rank hold RODM as of Q3 2020.

Simplicity Solutions reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 97,507 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2020, an estimated $2.4M.
Simplicity Solutions first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and held it in 1 quarter.
Simplicity Solutions's Hartford Multifactor Developed Markets ex-US ETF position peaked at $2.4M in Q2 2020.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.