AWM
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Alterna Wealth Management’s Hartford Financial Services HIG Stock Holding History

Alterna 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
Q1 		– Sell
-4,038
Closed -$212K – 203
2018
Q4 		$212K Buy
+4,038
New +$182K 0.03% 329

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alterna Wealth Management's HIG Position: Q1 2019 in Review

Alterna Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 4,038 shares — an estimated $212K sold.

Alterna Wealth Management first reported a position in HIG in Q4 2018 and held it in 1 quarter. The position peaked at $212K in Q4 2018. 634 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

  • Alterna Wealth Management reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,038 Hartford Financial Services shares in Q1 2019, an estimated $212K.
  • Alterna Wealth Management first reported a position in Hartford Financial Services in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Hartford Financial Services position peaked at $212K in Q4 2018.
  • 634 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.