First Heartland Consultants’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

First Heartland Consultants’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
2020 Q3	–	Sell	-9,620	Closed	-$208K	–	306
2020 Q2	$208K	Buy	+9,620	New	+$204K	0.04%	260

Other funds holding HTAB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCA

Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

First Heartland Consultants's HTAB Position: Q3 2020 in Review

First Heartland Consultants sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2020, closing a stake of 9,620 shares — an estimated $208K sold.

First Heartland Consultants first reported a position in HTAB in Q2 2020 and held it in 1 quarter. The position peaked at $208K in Q2 2020. 13 funds tracked by Wall St. Rank hold HTAB as of Q3 2020.

First Heartland Consultants reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2020 after selling out during the quarter.
First Heartland Consultants sold 9,620 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2020, an estimated $208K.
First Heartland Consultants first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2020 and held it in 1 quarter.
First Heartland Consultants's Hartford Schroders Tax-Aware Bond ETF position peaked at $208K in Q2 2020.
13 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2020.

Based on First Heartland Consultants's 13F filing for Q3 2020, filed 21 Oct 2020.