| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CARRET ASSET MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q4 2015 | 12 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
| QCI ASSET MANAGEMENT INC/NY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
| ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own HARTFORD CAPITAL APPREC-I or have owned HARTFORD CAPITAL APPREC-I in the past.