SFG
ROAM icon

Sowa Financial Group’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Sowa Financial Group’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-148
Closed -$3K – 323
2020
Q2 		$3K Hold
148
– – ﹤0.01% 309
2020
Q1 		$2K Hold
148
– – ﹤0.01% 322
2019
Q4 		$3K Buy
+148
New +$3.37K ﹤0.01% 311

Other funds holding ROAM

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sowa Financial Group's ROAM Position: Q3 2020 in Review

Sowa Financial Group sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q3 2020, closing a stake of 148 shares — an estimated $3K sold.

Sowa Financial Group first reported a position in ROAM in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 14 funds tracked by Wall St. Rank hold ROAM as of Q3 2020.

  • Sowa Financial Group reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 148 Hartford Multifactor Emerging Markets ETF shares in Q3 2020, an estimated $3K.
  • Sowa Financial Group first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Hartford Multifactor Emerging Markets ETF position peaked at $3K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.