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Appleton Partners’s Hartford Financial Services HIG Stock Holding History

Appleton Partners’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
2015
Q1 		– Sell
-7,875
Closed -$328K – 188
2014
Q4 		$328K Hold
7,875
– – 0.08% 144
2014
Q3 		$293K Hold
7,875
– – 0.07% 148
2014
Q2 		$282K Hold
7,875
– – 0.07% 147
2014
Q1 		$278K Hold
7,875
– – 0.07% 144
2013
Q4 		$285K Hold
7,875
– – 0.07% 139
2013
Q3 		$245K Hold
7,875
– – 0.07% 144
2013
Q2 		$243K Buy
+7,875
New +$227K 0.07% 131

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Appleton Partners's HIG Position: Q1 2015 in Review

Appleton Partners sold out of Hartford Financial Services (HIG) in Q1 2015, closing a stake of 7,875 shares — an estimated $328K sold.

Appleton Partners first reported a position in HIG in Q2 2013 and held it in 7 quarters. The position peaked at $328K in Q4 2014. 575 funds tracked by Wall St. Rank hold HIG as of Q1 2015.

  • Appleton Partners reported no remaining Hartford Financial Services position as of Q1 2015 after selling out during the quarter.
  • Appleton Partners sold 7,875 Hartford Financial Services shares in Q1 2015, an estimated $328K.
  • Appleton Partners first reported a position in Hartford Financial Services in Q2 2013 and held it in 7 quarters.
  • Appleton Partners's Hartford Financial Services position peaked at $328K in Q4 2014.
  • 575 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2015.

Based on Appleton Partners's 13F filing for Q1 2015, filed 30 Apr 2015.