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TrueWealth LLC’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

TrueWealth LLC’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
Q2 		– Sell
-2,387
Closed -$53K – 764
2020
Q1 		$53K Buy
+2,387
New +$63.8K 0.03% 244

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

TrueWealth LLC's RODM Position: Q2 2020 in Review

TrueWealth LLC sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2020, closing a stake of 2,387 shares — an estimated $53K sold.

TrueWealth LLC first reported a position in RODM in Q1 2020 and held it in 1 quarter. The position peaked at $53K in Q1 2020. 135 funds tracked by Wall St. Rank hold RODM as of Q2 2020.

  • TrueWealth LLC reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 2,387 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2020, an estimated $53K.
  • TrueWealth LLC first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2020 and held it in 1 quarter.
  • TrueWealth LLC's Hartford Multifactor Developed Markets ex-US ETF position peaked at $53K in Q1 2020.
  • 135 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.