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Banyan Partners’s Hartford Financial Services HIG Stock Holding History

Banyan Partners’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
2014
Q3 		$1.34M Sell
36,012
-24,416
-40% -$884K 0.11% 192
2014
Q2 		$2.16M Sell
60,428
-5,875
-9% -$207K 0.18% 141
2014
Q1 		$2.34M Sell
66,303
-2,600
-4% -$90.4K 0.2% 132
2013
Q4 		$2.5M Sell
68,903
-1,679
-2% -$57.8K 0.18% 121
2013
Q3 		$2.2M Sell
70,582
-45,189
-39% -$1.41M 0.19% 107
2013
Q2 		$3.58M Buy
+115,771
New +$3.34M 0.7% 52

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Banyan Partners's HIG Position: Q3 2014 in Review

Banyan Partners reduced its Hartford Financial Services (HIG) stake by 40% in Q3 2014, selling an estimated $884K and leaving 36,012 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #192.

Banyan Partners first reported a position in HIG in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.58M in Q2 2013. 565 funds tracked by Wall St. Rank hold HIG as of Q3 2014.

  • Banyan Partners held 36,012 shares of Hartford Financial Services worth $1.34M as of Q3 2014.
  • Banyan Partners sold 24,416 Hartford Financial Services shares in Q3 2014, an estimated $884K.
  • Hartford Financial Services made up 0.11% of Banyan Partners's portfolio in Q3 2014, its #192 holding.
  • Banyan Partners first reported a position in Hartford Financial Services in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's Hartford Financial Services position peaked at $3.58M in Q2 2013.
  • 565 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.