LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 4 filers reported holding LATTICE STRATEGIES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 5.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $411,000 | -38.1% | 14,854 | -39.9% | 0.01% | -38.9% |
| Q1 2017 | $664,000 | +65.6% | 24,722 | +59.6% | 0.02% | +80.0% |
| Q4 2016 | $401,000 | -37.4% | 15,494 | -40.9% | 0.01% | -33.3% |
| Q3 2016 | $641,000 | -34.5% | 26,212 | -37.4% | 0.02% | -25.0% |
| Q2 2016 | $978,000 | +5.5% | 41,892 | +7.1% | 0.02% | -23.1% |
| Q1 2016 | $927,000 | -8.1% | 39,117 | -7.8% | 0.03% | +52.9% |
| Q4 2015 | $1,009,000 | -19.1% | 42,430 | -22.1% | 0.02% | -15.0% |
| Q3 2015 | $1,247,000 | +27.2% | 54,469 | +36.2% | 0.02% | +11.1% |
| Q2 2015 | $980,000 | – | 39,987 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,399,181 | $105,611,000 | 10.02% |
| Resource Planning Group | 31,697 | $1,395,000 | 0.94% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 545,364 | $24,007,000 | 0.75% |
| AVANTAX ADVISORY SERVICES, INC. | 534,301 | $23,520,000 | 0.35% |
| Colonial River Wealth Management, LLC | 14,806 | $652,000 | 0.35% |
| First PREMIER Bank | 24,390 | $1,073,000 | 0.28% |
| Kathleen S. Wright Associates Inc. | 3,881 | $171,000 | 0.13% |
| Ten Capital Wealth Advisors, LLC | 6,982 | $307,000 | 0.12% |
| NEXT Financial Group, Inc | 42,160 | $1,856,000 | 0.12% |
| Capital Asset Advisory Services LLC | 26,168 | $1,152,000 | 0.12% |