KPW
HTAB icon

Kore Private Wealth’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Kore Private Wealth’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,479
Closed -$94K – 1124
2019
Q4 		$94K Buy
+4,479
New +$94.5K 0.02% 378

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kore Private Wealth's HTAB Position: Q1 2020 in Review

Kore Private Wealth sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2020, closing a stake of 4,479 shares — an estimated $94K sold.

Kore Private Wealth first reported a position in HTAB in Q4 2019 and held it in 1 quarter. The position peaked at $94K in Q4 2019. 11 funds tracked by Wall St. Rank hold HTAB as of Q1 2020.

  • Kore Private Wealth reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 4,479 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2020, an estimated $94K.
  • Kore Private Wealth first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2019 and held it in 1 quarter.
  • Kore Private Wealth's Hartford Schroders Tax-Aware Bond ETF position peaked at $94K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.