Hartford Financial Management’s iShares Frontier and Select EM ETF FM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-51	Closed	-$2K	–	373
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	336
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	357
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	352
2019 Q1	$1K	Hold	51	–	–	﹤0.01%	364
2018 Q4	$1K	Hold	51	–	–	﹤0.01%	397
2018 Q3	$1K	Hold	51	–	–	﹤0.01%	404
2018 Q2	$1K	Buy	+51	New	+$1.64K	﹤0.01%	403
2017 Q4	–	Sell	-50	Closed	-$1K	–	396
2017 Q3	$1K	Buy	+50	New	+$1.5K	﹤0.01%	387

Other funds holding FM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hartford Financial Management's FM Position: Q1 2020 in Review

Hartford Financial Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2020, closing a stake of 51 shares — an estimated $2K sold.

Hartford Financial Management first reported a position in FM in Q3 2017 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 115 funds tracked by Wall St. Rank hold FM as of Q1 2020.

Hartford Financial Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2020 after selling out during the quarter.
Hartford Financial Management sold 51 iShares Frontier and Select EM ETF shares in Q1 2020, an estimated $2K.
Hartford Financial Management first reported a position in iShares Frontier and Select EM ETF in Q3 2017 and held it in 8 quarters.
Hartford Financial Management's iShares Frontier and Select EM ETF position peaked at $2K in Q4 2019.
115 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2020.

Based on Hartford Financial Management's 13F filing for Q1 2020, filed 1 May 2020.