UBS Group’s Hartford Multifactor REIT ETF RORE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,263
| Closed | -$28K | – | 8788 |
|
|
2020
Q2 | $28K | Buy |
2,263
+916
| +68% | +$10.7K | ﹤0.01% | 6334 |
|
|
2020
Q1 | $15K | Sell |
1,347
-41,563
| -97% | -$611K | ﹤0.01% | 6704 |
|
|
2019
Q4 | $700K | Buy |
42,910
+2,345
| +6% | +$38.5K | ﹤0.01% | 4536 |
|
|
2019
Q3 | $664K | Buy |
40,565
+640
| +2% | +$10.1K | ﹤0.01% | 4315 |
|
|
2019
Q2 | $610K | Sell |
39,925
-34,170
| -46% | -$531K | ﹤0.01% | 4148 |
|
|
2019
Q1 | $1.15M | Sell |
74,095
-1,682
| -2% | -$25.7K | ﹤0.01% | 3467 |
|
|
2018
Q4 | $1.04M | Sell |
75,777
-4,831
| -6% | -$71K | ﹤0.01% | 3650 |
|
|
2018
Q3 | $1.23M | Buy |
80,608
+78,762
| +4,267% | +$1.23M | ﹤0.01% | 3656 |
|
|
2018
Q2 | $29K | Buy |
1,846
+421
| +30% | +$6.1K | ﹤0.01% | 6423 |
|
|
2018
Q1 | $20K | Sell |
1,425
-898
| -39% | -$12.8K | ﹤0.01% | 6427 |
|
|
2017
Q4 | $36K | Sell |
2,323
-509
| -18% | -$7.97K | ﹤0.01% | 6110 |
|
|
2017
Q3 | $44K | Buy |
+2,832
| New | +$43.9K | ﹤0.01% | 5883 |
|
UBS Group's RORE Position: Q3 2020 in Review
UBS Group sold out of Hartford Multifactor REIT ETF (RORE) in Q3 2020, closing a stake of 2,263 shares — an estimated $28K sold.
UBS Group first reported a position in RORE in Q3 2017 and held it in 12 quarters. The position peaked at $1.23M in Q3 2018. 0 funds tracked by Wall St. Rank hold RORE as of Q3 2020.
- UBS Group reported no remaining Hartford Multifactor REIT ETF position as of Q3 2020 after selling out during the quarter.
- UBS Group sold 2,263 Hartford Multifactor REIT ETF shares in Q3 2020, an estimated $28K.
- UBS Group first reported a position in Hartford Multifactor REIT ETF in Q3 2017 and held it in 12 quarters.
- UBS Group's Hartford Multifactor REIT ETF position peaked at $1.23M in Q3 2018.
- 0 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q3 2020.
Based on UBS Group's 13F filing for Q3 2020, filed 12 Nov 2020.