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Advisor Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Advisor Group’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$6K Sell
274
-4,600
-94% -$97K ﹤0.01% 4580
2019
Q3 		$103K Buy
+4,874
New +$103K ﹤0.01% 2865

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Group's HTAB Position: Q4 2019 in Review

Advisor Group reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 94% in Q4 2019, selling an estimated $97K and leaving 274 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4580.

Advisor Group first reported a position in HTAB in Q3 2019 and has held it in 2 quarters since. The position peaked at $103K in Q3 2019. 12 funds tracked by Wall St. Rank hold HTAB as of Q4 2019.

  • Advisor Group held 274 shares of Hartford Schroders Tax-Aware Bond ETF worth $6K as of Q4 2019.
  • Advisor Group sold 4,600 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2019, an estimated $97K.
  • Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4580 holding.
  • Advisor Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • Advisor Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $103K in Q3 2019.
  • 12 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.