WIM
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Westside Investment Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Westside Investment Management’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
Q2 		– Sell
-1,300
Closed -$21 – 689
2020
Q1 		$21 Buy
+1,300
New +$26.8K ﹤0.01% 388

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
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westside Investment Management's ROAM Position: Q2 2020 in Review

Westside Investment Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2020, closing a stake of 1,300 shares — an estimated $21 sold.

Westside Investment Management first reported a position in ROAM in Q1 2020 and held it in 1 quarter. The position peaked at $21 in Q1 2020. 16 funds tracked by Wall St. Rank hold ROAM as of Q2 2020.

  • Westside Investment Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Westside Investment Management sold 1,300 Hartford Multifactor Emerging Markets ETF shares in Q2 2020, an estimated $21.
  • Westside Investment Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2020 and held it in 1 quarter.
  • Westside Investment Management's Hartford Multifactor Emerging Markets ETF position peaked at $21 in Q1 2020.
  • 16 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2020.

Based on Westside Investment Management's 13F filing for Q2 2020, filed 21 Jul 2020.