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B. Riley Wealth Management’s Hartford Financial Services HIG Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-1,620
Closed -$67K – 394
2015
Q2 		$67K Hold
1,620
– – 0.05% 348
2015
Q1 		$67K Sell
1,620
-71
-4% -$2.91K 0.05% 361
2014
Q4 		$70K Hold
1,691
– – 0.06% 333
2014
Q3 		$62K Hold
1,691
– – 0.05% 371
2014
Q2 		$60K Hold
1,691
– – 0.04% 435
2014
Q1 		$60K Buy
+1,691
New +$58.8K 0.04% 409

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

B. Riley Wealth Management's HIG Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2015, closing a stake of 1,620 shares — an estimated $67K sold.

B. Riley Wealth Management first reported a position in HIG in Q1 2014 and held it in 6 quarters. The position peaked at $70K in Q4 2014. 614 funds tracked by Wall St. Rank hold HIG as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Hartford Financial Services position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,620 Hartford Financial Services shares in Q3 2015, an estimated $67K.
  • B. Riley Wealth Management first reported a position in Hartford Financial Services in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Hartford Financial Services position peaked at $70K in Q4 2014.
  • 614 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.