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Equitable Holdings’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Equitable Holdings’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,763
Closed -$241K – 650
2020
Q1 		$241K Hold
11,763
– – 0.01% 507
2019
Q4 		$360K Buy
+11,763
New +$350K 0.01% 466

Other funds holding ROSC

CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Equitable Holdings's ROSC Position: Q2 2020 in Review

Equitable Holdings sold out of Hartford Multifactor Small Cap ETF (ROSC) in Q2 2020, closing a stake of 11,763 shares — an estimated $241K sold.

Equitable Holdings first reported a position in ROSC in Q4 2019 and held it in 2 quarters. The position peaked at $360K in Q4 2019. 10 funds tracked by Wall St. Rank hold ROSC as of Q2 2020.

  • Equitable Holdings reported no remaining Hartford Multifactor Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Equitable Holdings sold 11,763 Hartford Multifactor Small Cap ETF shares in Q2 2020, an estimated $241K.
  • Equitable Holdings first reported a position in Hartford Multifactor Small Cap ETF in Q4 2019 and held it in 2 quarters.
  • Equitable Holdings's Hartford Multifactor Small Cap ETF position peaked at $360K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q2 2020.

Based on Equitable Holdings's 13F filing for Q2 2020, filed 13 Aug 2020.