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Acorn Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Acorn Wealth Advisors’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-34
Closed -$2K – 640
2018
Q1 		$2K Hold
34
– – ﹤0.01% 728
2017
Q4 		$2K Buy
+34
New +$1.9K ﹤0.01% 704

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Acorn Wealth Advisors's HIG Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 34 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in HIG in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 34 Hartford Financial Services shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Hartford Financial Services in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Hartford Financial Services position peaked at $2K in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.