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Cobiz Wealth’s Hartford Financial Services HIG Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-400
Closed -$12K – 218
2013
Q2 		$12K Buy
+400
New +$11.5K ﹤0.01% 260

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cobiz Wealth's HIG Position: Q3 2013 in Review

Cobiz Wealth sold out of Hartford Financial Services (HIG) in Q3 2013, closing a stake of 400 shares — an estimated $12K sold.

Cobiz Wealth first reported a position in HIG in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 531 funds tracked by Wall St. Rank hold HIG as of Q3 2013.

  • Cobiz Wealth reported no remaining Hartford Financial Services position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 400 Hartford Financial Services shares in Q3 2013, an estimated $12K.
  • Cobiz Wealth first reported a position in Hartford Financial Services in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Hartford Financial Services position peaked at $12K in Q2 2013.
  • 531 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.