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Assured Investment Management’s Hartford Financial Services HIG Stock Holding History

Assured Investment 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
2018
Q4 		– Sell
-154,075
Closed -$7.7M – 1212
2018
Q3 		$7.7M Buy
154,075
+75,876
+97% +$3.9M 0.14% 155
2018
Q2 		$4M Buy
78,199
+30,378
+64% +$1.59M 0.07% 291
2018
Q1 		$2.46M Buy
+47,821
New +$2.62M 0.06% 320
2017
Q4 		– Sell
-15,897
Closed -$881K – 571
2017
Q3 		$881K Buy
15,897
+3,909
+33% +$213K 0.02% 449
2017
Q2 		$630K Sell
11,988
-5,651
-32% -$280K 0.01% 453
2017
Q1 		$848K Sell
17,639
-34,511
-66% -$1.67M 0.02% 340
2016
Q4 		$2.48M Buy
52,150
+21,980
+73% +$1.01M 0.05% 153
2016
Q3 		$1.29M Buy
30,170
+16,428
+120% +$688K 0.03% 257
2016
Q2 		$610K Sell
13,742
-2,984
-18% -$133K 0.01% 372
2016
Q1 		$771K Buy
16,726
+9,140
+120% +$384K 0.02% 240
2015
Q4 		$330K Sell
7,586
-16,891
-69% -$774K 0.01% 386
2015
Q3 		$1.12M Buy
24,477
+21,505
+724% +$993K 0.02% 210
2015
Q2 		$124K Buy
+2,972
New +$124K ﹤0.01% 548

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

Assured Investment Management's HIG Position: Q4 2018 in Review

Assured Investment Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 154,075 shares — an estimated $7.7M sold.

Assured Investment Management first reported a position in HIG in Q2 2015 and held it in 13 quarters. The position peaked at $7.7M in Q3 2018. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

  • Assured Investment Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 154,075 Hartford Financial Services shares in Q4 2018, an estimated $7.7M.
  • Assured Investment Management first reported a position in Hartford Financial Services in Q2 2015 and held it in 13 quarters.
  • Assured Investment Management's Hartford Financial Services position peaked at $7.7M in Q3 2018.
  • 607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.