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Algebris Investments (UK)’s Hartford Financial Services HIG Stock Holding History

Algebris Investments (UK)’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
2016
Q4 		– Sell
-16,300
Closed -$698K – 77
2016
Q3 		$698K Buy
+16,300
New +$682K 0.12% 51
2014
Q1 		– Sell
-5,700
Closed -$207K – 69
2013
Q4 		$207K Buy
+5,700
New +$196K 0.13% 60

Other funds holding HIG

Vanguard Group
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Algebris Investments (UK)'s HIG Position: Q4 2016 in Review

Algebris Investments (UK) sold out of Hartford Financial Services (HIG) in Q4 2016, closing a stake of 16,300 shares — an estimated $698K sold.

Algebris Investments (UK) first reported a position in HIG in Q4 2013 and held it in 2 quarters. The position peaked at $698K in Q3 2016. 604 funds tracked by Wall St. Rank hold HIG as of Q4 2016.

  • Algebris Investments (UK) reported no remaining Hartford Financial Services position as of Q4 2016 after selling out during the quarter.
  • Algebris Investments (UK) sold 16,300 Hartford Financial Services shares in Q4 2016, an estimated $698K.
  • Algebris Investments (UK) first reported a position in Hartford Financial Services in Q4 2013 and held it in 2 quarters.
  • Algebris Investments (UK)'s Hartford Financial Services position peaked at $698K in Q3 2016.
  • 604 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2016.

Based on Algebris Investments (UK)'s 13F filing for Q4 2016, filed 10 Feb 2017.