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Baltimore-Washington Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-20
Closed – – 165
2015
Q3 		$0 Hold
20
– – ﹤0.01% 281
2015
Q2 		$0 Hold
20
– – ﹤0.01% 243
2015
Q1 		$1K Hold
20
– – ﹤0.01% 281
2014
Q4 		$1K Buy
+20
New +$791 ﹤0.01% 250

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
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HIG Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Hartford Financial Services (HIG) in Q4 2015, closing a stake of 20 shares.

Baltimore-Washington Financial Advisors first reported a position in HIG in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q1 2015. 632 funds tracked by Wall St. Rank hold HIG as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Hartford Financial Services position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 20 Hartford Financial Services shares in Q4 2015.
  • Baltimore-Washington Financial Advisors first reported a position in Hartford Financial Services in Q4 2014 and held it in 4 quarters.
  • Baltimore-Washington Financial Advisors's Hartford Financial Services position peaked at $1K in Q1 2015.
  • 632 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.