ACI
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Alpha Cubed Investments’s Hartford Financial Services HIG Stock Holding History

Alpha Cubed Investments’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
Q1 		– Sell
-14,209
Closed -$618K – 172
2015
Q4 		$618K Sell
14,209
-8,404
-37% -$385K 0.16% 106
2015
Q3 		$1.05M Sell
22,613
-63,024
-74% -$2.91M 0.27% 78
2015
Q2 		$3.56M Sell
85,637
-1,503
-2% -$62.8K 0.95% 38
2015
Q1 		$3.64M Sell
87,140
-1,552
-2% -$63.6K 1.13% 28
2014
Q4 		$3.7M Sell
88,692
-2,865
-3% -$113K 1.45% 23
2014
Q3 		$3.41M Sell
91,557
-18,191
-17% -$658K 1.61% 14
2014
Q2 		$3.93M Sell
109,748
-5,391
-5% -$190K 1.75% 9
2014
Q1 		$4.06M Sell
115,139
-6,833
-6% -$238K 2.11% 5
2013
Q4 		$4.42M Buy
+121,972
New +$4.2M 1.58% 9

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return