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Calvert Investment Management’s Hartford Financial Services HIG Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-27,047
Closed -$1.29M – 255
2016
Q4 		$1.29M Sell
27,047
-3,523
-12% -$162K 0.05% 342
2016
Q3 		$1.31M Buy
30,570
+183
+0.6% +$7.66K 0.05% 344
2016
Q2 		$1.35M Sell
30,387
-1,354
-4% -$60.4K 0.05% 311
2016
Q1 		$1.46M Buy
31,741
+4,738
+18% +$199K 0.06% 262
2015
Q4 		$1.17M Buy
27,003
+7,553
+39% +$346K 0.05% 280
2015
Q3 		$890K Buy
19,450
+1,010
+5% +$46.6K 0.04% 243
2015
Q2 		$767K Buy
18,440
+6
+0% +$251 0.03% 286
2015
Q1 		$771K Buy
18,434
+984
+6% +$40.3K 0.05% 259
2014
Q4 		$727K Buy
17,450
+1,015
+6% +$40.2K 0.05% 264
2014
Q3 		$612K Buy
+16,435
New +$595K 0.05% 273
2014
Q1 		– Sell
-48,071
Closed -$1.74M – 350
2013
Q4 		$1.74M Sell
48,071
-126,400
-72% -$4.35M 0.13% 134
2013
Q3 		$5.43M Sell
174,471
-7,188
-4% -$224K 0.68% 54
2013
Q2 		$5.62M Buy
+181,659
New +$5.24M 0.76% 45

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Calvert Investment Management's HIG Position: Q1 2017 in Review

Calvert Investment Management sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 27,047 shares — an estimated $1.29M sold.

Calvert Investment Management first reported a position in HIG in Q2 2013 and held it in 13 quarters. The position peaked at $5.62M in Q2 2013. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Calvert Investment Management reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 27,047 Hartford Financial Services shares in Q1 2017, an estimated $1.29M.
  • Calvert Investment Management first reported a position in Hartford Financial Services in Q2 2013 and held it in 13 quarters.
  • Calvert Investment Management's Hartford Financial Services position peaked at $5.62M in Q2 2013.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.