Jacobi Capital Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Jacobi Capital Management’s Portfolio ROUS Stock Details ROUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-75	Closed	-$2K	–	1298
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	1069
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	979
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	923
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	953
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	944
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	894
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	866
2018 Q3	$2K	Buy	+75	New	+$2.46K	﹤0.01%	904

Other funds holding ROUS

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobi Capital Management's ROUS Position: Q3 2020 in Review

Jacobi Capital Management sold out of Hartford Multifactor US Equity ETF (ROUS) in Q3 2020, closing a stake of 75 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in ROUS in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 30 funds tracked by Wall St. Rank hold ROUS as of Q3 2020.

Jacobi Capital Management reported no remaining Hartford Multifactor US Equity ETF position as of Q3 2020 after selling out during the quarter.
Jacobi Capital Management sold 75 Hartford Multifactor US Equity ETF shares in Q3 2020, an estimated $2K.
Jacobi Capital Management first reported a position in Hartford Multifactor US Equity ETF in Q3 2018 and held it in 8 quarters.
Jacobi Capital Management's Hartford Multifactor US Equity ETF position peaked at $3K in Q4 2019.
30 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2020.

Based on Jacobi Capital Management's 13F filing for Q3 2020, filed 30 Oct 2020.