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Aris Wealth Services’s Hartford Financial Services HIG Stock Holding History

Aris Wealth Services’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
Q3 		$19K Hold
405
– – 0.04% 174
2015
Q2 		$17K Hold
405
– – 0.02% 327
2015
Q1 		$17K Buy
+405
New +$16.6K 0.02% 324

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Aris Wealth Services's HIG Position: Q3 2015 in Review

Aris Wealth Services held its Hartford Financial Services (HIG) position steady in Q3 2015 at 405 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #174.

Aris Wealth Services first reported a position in HIG in Q1 2015 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold HIG as of Q3 2015.

  • Aris Wealth Services held 405 shares of Hartford Financial Services worth $19K as of Q3 2015.
  • Aris Wealth Services left its Hartford Financial Services share count unchanged in Q3 2015.
  • Hartford Financial Services made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #174 holding.
  • Aris Wealth Services first reported a position in Hartford Financial Services in Q1 2015 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.