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Calton & Associates’s Hartford Financial Services HIG Stock Holding History

Calton & Associates’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
Q1 		– Sell
-432
Closed -$24K – 736
2017
Q4 		$24K Buy
+432
New +$24.1K 0.01% 853

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Calton & Associates's HIG Position: Q1 2018 in Review

Calton & Associates sold out of Hartford Financial Services (HIG) in Q1 2018, closing a stake of 432 shares — an estimated $24K sold.

Calton & Associates first reported a position in HIG in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 642 funds tracked by Wall St. Rank hold HIG as of Q1 2018.

  • Calton & Associates reported no remaining Hartford Financial Services position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 432 Hartford Financial Services shares in Q1 2018, an estimated $24K.
  • Calton & Associates first reported a position in Hartford Financial Services in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Hartford Financial Services position peaked at $24K in Q4 2017.
  • 642 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.