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Advisory Research’s Hartford Financial Services HIG Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-1,964
Closed -$69K – 479
2014
Q1 		$69K Buy
+1,964
New +$68.3K ﹤0.01% 563

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Advisory Research's HIG Position: Q2 2014 in Review

Advisory Research sold out of Hartford Financial Services (HIG) in Q2 2014, closing a stake of 1,964 shares — an estimated $69K sold.

Advisory Research first reported a position in HIG in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 557 funds tracked by Wall St. Rank hold HIG as of Q2 2014.

  • Advisory Research reported no remaining Hartford Financial Services position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,964 Hartford Financial Services shares in Q2 2014, an estimated $69K.
  • Advisory Research first reported a position in Hartford Financial Services in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Hartford Financial Services position peaked at $69K in Q1 2014.
  • 557 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.