Castle Rock Wealth Management’s Hartford Financial Services HIG Stock Holding History

Castle Rock Wealth 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 Q4	–	Sell	-4,865	Closed	-$224K	–	47
2018 Q3	$224K	Hold	4,865	–	–	0.36%	98
2018 Q2	$249K	Hold	4,865	–	–	0.34%	99
2018 Q1	$251K	Hold	4,865	–	–	0.42%	82
2017 Q4	$274K	Buy	+4,865	New	+$271K	0.53%	72

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Castle Rock Wealth Management's HIG Position: Q4 2018 in Review

Castle Rock Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 4,865 shares — an estimated $224K sold.

Castle Rock Wealth Management first reported a position in HIG in Q4 2017 and held it in 4 quarters. The position peaked at $274K in Q4 2017. 608 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

Castle Rock Wealth Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
Castle Rock Wealth Management sold 4,865 Hartford Financial Services shares in Q4 2018, an estimated $224K.
Castle Rock Wealth Management first reported a position in Hartford Financial Services in Q4 2017 and held it in 4 quarters.
Castle Rock Wealth Management's Hartford Financial Services position peaked at $274K in Q4 2017.
608 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Castle Rock Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.