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Alpha Omega Wealth Management’s Hartford Financial Services HIG Stock Holding History

Alpha Omega Wealth Management’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
2019
Q3 		– Sell
-23
Closed -$1K – 363
2019
Q2 		$1K Buy
+23
New +$1.21K ﹤0.01% 600

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alpha Omega Wealth Management's HIG Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 23 shares — an estimated $1K sold.

Alpha Omega Wealth Management first reported a position in HIG in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 652 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 23 Hartford Financial Services shares in Q3 2019, an estimated $1K.
  • Alpha Omega Wealth Management first reported a position in Hartford Financial Services in Q2 2019 and held it in 1 quarter.
  • Alpha Omega Wealth Management's Hartford Financial Services position peaked at $1K in Q2 2019.
  • 652 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.