HFM
PLYM

Hartford Financial Management’s Plymouth Industrial REIT PLYM Stock Holding History

Hartford Financial Management’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-425
Closed -$5K – 382
2018
Q4 		$5K Hold
425
– – ﹤0.01% 349
2018
Q3 		$7K Hold
425
– – ﹤0.01% 343
2018
Q2 		$7K Hold
425
– – ﹤0.01% 344
2018
Q1 		$7K Buy
+425
New +$7.42K ﹤0.01% 283

Other funds holding PLYM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hartford Financial Management's PLYM Position: Q1 2019 in Review

Hartford Financial Management sold out of Plymouth Industrial REIT (PLYM) in Q1 2019, closing a stake of 425 shares — an estimated $5K sold.

Hartford Financial Management first reported a position in PLYM in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 27 funds tracked by Wall St. Rank hold PLYM as of Q1 2019.

  • Hartford Financial Management reported no remaining Plymouth Industrial REIT position as of Q1 2019 after selling out during the quarter.
  • Hartford Financial Management sold 425 Plymouth Industrial REIT shares in Q1 2019, an estimated $5K.
  • Hartford Financial Management first reported a position in Plymouth Industrial REIT in Q1 2018 and held it in 4 quarters.
  • Hartford Financial Management's Plymouth Industrial REIT position peaked at $7K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2019.

Based on Hartford Financial Management's 13F filing for Q1 2019, filed 8 May 2019.