HPC
RESP

HM Payson & Co’s WisdomTree U.S. ESG Fund RESP Stock Holding History

HM Payson & Co’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-133
Closed -$4K – 1078
2020
Q2 		$4K Hold
133
– – ﹤0.01% 813
2020
Q1 		$4K Buy
+133
New +$4.52K ﹤0.01% 839

Other funds holding RESP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HM Payson & Co's RESP Position: Q3 2020 in Review

HM Payson & Co sold out of WisdomTree U.S. ESG Fund (RESP) in Q3 2020, closing a stake of 133 shares — an estimated $4K sold.

HM Payson & Co first reported a position in RESP in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 25 funds tracked by Wall St. Rank hold RESP as of Q3 2020.

  • HM Payson & Co reported no remaining WisdomTree U.S. ESG Fund position as of Q3 2020 after selling out during the quarter.
  • HM Payson & Co sold 133 WisdomTree U.S. ESG Fund shares in Q3 2020, an estimated $4K.
  • HM Payson & Co first reported a position in WisdomTree U.S. ESG Fund in Q1 2020 and held it in 2 quarters.
  • HM Payson & Co's WisdomTree U.S. ESG Fund position peaked at $4K in Q2 2020.
  • 25 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2020.

Based on HM Payson & Co's 13F filing for Q3 2020, filed 21 Dec 2020.