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Burt Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Burt Wealth 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
2016
Q4 		– Sell
-437
Closed -$18K – 415
2016
Q3 		$18K Hold
437
– – 0.02% 227
2016
Q2 		$19K Hold
437
– – 0.02% 220
2016
Q1 		$20K Hold
437
– – 0.02% 247
2015
Q4 		$18K Buy
+437
New +$20K 0.01% 217

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Burt Wealth Advisors's HIG Position: Q4 2016 in Review

Burt Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2016, closing a stake of 437 shares — an estimated $18K sold.

Burt Wealth Advisors first reported a position in HIG in Q4 2015 and held it in 4 quarters. The position peaked at $20K in Q1 2016. 604 funds tracked by Wall St. Rank hold HIG as of Q4 2016.

  • Burt Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 437 Hartford Financial Services shares in Q4 2016, an estimated $18K.
  • Burt Wealth Advisors first reported a position in Hartford Financial Services in Q4 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's Hartford Financial Services position peaked at $20K in Q1 2016.
  • 604 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.