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BCWM LLC’s Hartford Financial Services HIG Stock Holding History

BCWM LLC’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
-51,431
Closed -$2.14M – 100
2015
Q2 		$2.14M Buy
51,431
+1,398
+3% +$58.4K 0.89% 47
2015
Q1 		$20.9M Sell
50,033
-45,719
-48% -$1.87M 0.97% 48
2014
Q4 		$39.9M Sell
95,752
-15,059
-14% -$596K 1.93% 15
2014
Q3 		$41.3K Sell
110,811
-504
-0.5% -$18.2K 2.07% 12
2014
Q2 		$3.99M Buy
111,315
+1,105
+1% +$38.9K 2.03% 14
2014
Q1 		$3.89M Buy
110,210
+2,132
+2% +$74.2K 2.05% 11
2013
Q4 		$3.92M Sell
108,078
-15,909
-13% -$548K 2.22% 10
2013
Q3 		$3.86M Sell
123,987
-1,865
-1% -$58.2K 2.36% 10
2013
Q2 		$3.89M Buy
+125,852
New +$3.63M 2.36% 7

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

BCWM LLC's HIG Position: Q3 2015 in Review

BCWM LLC sold out of Hartford Financial Services (HIG) in Q3 2015, closing a stake of 51,431 shares — an estimated $2.14M sold.

BCWM LLC first reported a position in HIG in Q2 2013 and held it in 9 quarters. The position peaked at $39.9M in Q4 2014. 614 funds tracked by Wall St. Rank hold HIG as of Q3 2015.

  • BCWM LLC reported no remaining Hartford Financial Services position as of Q3 2015 after selling out during the quarter.
  • BCWM LLC sold 51,431 Hartford Financial Services shares in Q3 2015, an estimated $2.14M.
  • BCWM LLC first reported a position in Hartford Financial Services in Q2 2013 and held it in 9 quarters.
  • BCWM LLC's Hartford Financial Services position peaked at $39.9M in Q4 2014.
  • 614 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2015.

Based on BCWM LLC's 13F filing for Q3 2015, filed 13 Nov 2015.