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Bourgeon Capital Management’s Hartford Financial Services HIG Stock Holding History

Bourgeon Capital 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
2018
Q2 		– Sell
-4,152
Closed -$214K – 75
2018
Q1 		$214K Buy
+4,152
New +$227K 0.12% 68

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bourgeon Capital Management's HIG Position: Q2 2018 in Review

Bourgeon Capital Management sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 4,152 shares — an estimated $214K sold.

Bourgeon Capital Management first reported a position in HIG in Q1 2018 and held it in 1 quarter. The position peaked at $214K in Q1 2018. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

  • Bourgeon Capital Management reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
  • Bourgeon Capital Management sold 4,152 Hartford Financial Services shares in Q2 2018, an estimated $214K.
  • Bourgeon Capital Management first reported a position in Hartford Financial Services in Q1 2018 and held it in 1 quarter.
  • Bourgeon Capital Management's Hartford Financial Services position peaked at $214K in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Bourgeon Capital Management's 13F filing for Q2 2018, filed 19 Jul 2018.