Alpine Woods Capital Investors’s Hartford Financial Services HIG Stock Holding History

Alpine Woods Capital Investors’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	-18,000	Closed	-$927K	–	302
2018 Q1	$927K	Sell	18,000 -2,000	-10%	-$109K	0.05%	252
2017 Q4	$1.13M	Sell	20,000 -1,000	-5%	-$55.8K	0.06%	238
2017 Q3	$1.16M	Sell	21,000 -6,000	-22%	-$326K	0.06%	241
2017 Q2	$1.42M	Sell	27,000 -5,500	-17%	-$273K	0.08%	204
2017 Q1	$1.56M	Buy	32,500 +1,000	+3%	+$48.4K	0.08%	196
2016 Q4	$1.5M	Sell	31,500 -5,000	-14%	-$229K	0.08%	197
2016 Q3	$1.56M	Buy	36,500 +2,500	+7%	+$105K	0.09%	199
2016 Q2	$1.51M	Hold	34,000	–	–	0.09%	195
2016 Q1	$1.57M	Hold	34,000	–	–	0.09%	193
2015 Q4	$1.48M	Sell	34,000 -200	-0.6%	-$9.17K	0.08%	207
2015 Q3	$1.57M	Hold	34,200	–	–	0.09%	210
2015 Q2	$1.42M	Sell	34,200 -2,000	-6%	-$83.5K	0.07%	224
2015 Q1	$1.51M	Buy	36,200 +2,000	+6%	+$82K	0.08%	220
2014 Q4	$1.43M	Hold	34,200	–	–	0.07%	219
2014 Q3	$1.27M	Buy	34,200 +22,000	+180%	+$796K	0.07%	214
2014 Q2	$437	Buy	12,200 +2,000	+20%	+$70.4K	0.01%	343
2014 Q1	$360K	Buy	+10,200	New	+$355K	0.02%	357

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Alpine Woods Capital Investors's HIG Position: Q2 2018 in Review

Alpine Woods Capital Investors sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 18,000 shares — an estimated $927K sold.

Alpine Woods Capital Investors first reported a position in HIG in Q1 2014 and held it in 17 quarters. The position peaked at $1.57M in Q1 2016. 630 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

Alpine Woods Capital Investors reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 18,000 Hartford Financial Services shares in Q2 2018, an estimated $927K.
Alpine Woods Capital Investors first reported a position in Hartford Financial Services in Q1 2014 and held it in 17 quarters.
Alpine Woods Capital Investors's Hartford Financial Services position peaked at $1.57M in Q1 2016.
630 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2018, filed 9 Aug 2018.