Baltimore Capital Management’s Hartford Financial Services Grp HIG.WS Stock Holding History

Baltimore Capital Management’s Portfolio HIG.WS Stock Details HIG.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$820K	Sell	18,200 -1,350	-7%	-$62.7K	1.32%	25
2018 Q2	$898K	Sell	19,550 -150	-0.8%	-$7.12K	1.33%	27
2018 Q1	$908K	Sell	19,700 -50	-0.3%	-$2.5K	1.36%	27
2017 Q4	$1.02M	Sell	19,750 -1,300	-6%	-$65.8K	1.43%	26
2017 Q3	$1.05M	Sell	21,050 -400	-2%	-$19.5K	1.49%	21
2017 Q2	$1.01M	Sell	21,450 -11,242	-34%	-$491K	1.46%	22
2017 Q1	$1.36M	Buy	+32,692	New	+$1.38M	1.81%	20

Other funds holding HIG.WS

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

EBSAM

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baltimore Capital Management's HIG.WS Position: Q3 2018 in Review

Baltimore Capital Management reduced its Hartford Financial Services Grp (HIG.WS) stake by 6.9% in Q3 2018, selling an estimated $62.7K and leaving 18,200 shares worth $820K. The position accounts for 1.32% of the portfolio, ranked #25.

Baltimore Capital Management first reported a position in HIG.WS in Q1 2017 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2017. 14 funds tracked by Wall St. Rank hold HIG.WS as of Q3 2018.

Baltimore Capital Management held 18,200 shares of Hartford Financial Services Grp worth $820K as of Q3 2018.
Baltimore Capital Management sold 1,350 Hartford Financial Services Grp shares in Q3 2018, an estimated $62.7K.
Hartford Financial Services Grp made up 1.32% of Baltimore Capital Management's portfolio in Q3 2018, its #25 holding.
Baltimore Capital Management first reported a position in Hartford Financial Services Grp in Q1 2017 and has held it in 7 quarters since.
Baltimore Capital Management's Hartford Financial Services Grp position peaked at $1.36M in Q1 2017.
14 funds tracked by Wall St. Rank held Hartford Financial Services Grp as of Q3 2018.

Based on Baltimore Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.