Hartford Financial Management’s Black Stone Minerals BSM Stock Holding History

Hartford Financial Management’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-663	Closed	-$3K	–	341
2020 Q1	$3K	Buy	663 +21	+3%	+$193	﹤0.01%	307
2019 Q4	$8K	Buy	642 +19	+3%	+$242	﹤0.01%	301
2019 Q3	$9K	Buy	623 +16	+3%	+$235	﹤0.01%	297
2019 Q2	$9K	Buy	607 +13	+2%	+$222	﹤0.01%	296
2019 Q1	$10K	Buy	594 +12	+2%	+$206	﹤0.01%	299
2018 Q4	$9K	Buy	582 +13	+2%	+$220	﹤0.01%	311
2018 Q3	$10K	Buy	569 +10	+2%	+$182	﹤0.01%	316
2018 Q2	$10K	Buy	+559	New	+$10.1K	﹤0.01%	325
2017 Q4	–	Sell	-540	Closed	-$9K	–	344
2017 Q3	$9K	Buy	+540	New	+$9.01K	﹤0.01%	304
2017 Q2	–	Sell	-321	Closed	-$5K	–	366
2017 Q1	$5K	Buy	321 +6	+2%	+$107	﹤0.01%	298
2016 Q4	$6K	Buy	315 +4	+1%	+$73	﹤0.01%	268
2016 Q3	$5K	Buy	+311	New	+$5.09K	﹤0.01%	271

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCS

Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Hartford Financial Management's BSM Position: Q2 2020 in Review

Hartford Financial Management sold out of Black Stone Minerals (BSM) in Q2 2020, closing a stake of 663 shares — an estimated $3K sold.

Hartford Financial Management first reported a position in BSM in Q3 2016 and held it in 12 quarters. The position peaked at $10K in Q1 2019. 90 funds tracked by Wall St. Rank hold BSM as of Q2 2020.

Hartford Financial Management reported no remaining Black Stone Minerals position as of Q2 2020 after selling out during the quarter.
Hartford Financial Management sold 663 Black Stone Minerals shares in Q2 2020, an estimated $3K.
Hartford Financial Management first reported a position in Black Stone Minerals in Q3 2016 and held it in 12 quarters.
Hartford Financial Management's Black Stone Minerals position peaked at $10K in Q1 2019.
90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2020.

Based on Hartford Financial Management's 13F filing for Q2 2020, filed 23 Jul 2020.