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Essex Savings Bank’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Essex Savings Bank’s Portfolio ROUS Stock Details ROUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,593
Closed -$114K – 507
2019
Q2 		$114K Buy
+3,593
New +$112K 0.04% 319

Other funds holding ROUS

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Essex Savings Bank's ROUS Position: Q3 2019 in Review

Essex Savings Bank sold out of Hartford Multifactor US Equity ETF (ROUS) in Q3 2019, closing a stake of 3,593 shares — an estimated $114K sold.

Essex Savings Bank first reported a position in ROUS in Q2 2019 and held it in 1 quarter. The position peaked at $114K in Q2 2019. 36 funds tracked by Wall St. Rank hold ROUS as of Q3 2019.

  • Essex Savings Bank reported no remaining Hartford Multifactor US Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 3,593 Hartford Multifactor US Equity ETF shares in Q3 2019, an estimated $114K.
  • Essex Savings Bank first reported a position in Hartford Multifactor US Equity ETF in Q2 2019 and held it in 1 quarter.
  • Essex Savings Bank's Hartford Multifactor US Equity ETF position peaked at $114K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.