Concert Wealth Management’s Hartford Financial Services HIG Stock Holding History

Concert 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
2017 Q2	–	Sell	-28,826	Closed	-$1.37M	–	270
2017 Q1	$1.37M	Buy	+28,826	New	+$1.4M	0.31%	92
2016 Q4	–	Sell	-23,096	Closed	-$1.06M	–	89
2016 Q3	$984K	Buy	23,096 +5,444	+31%	+$228K	0.12%	222
2016 Q2	$778K	Buy	17,652 +88	+0.5%	+$3.93K	0.11%	249
2016 Q1	$812K	Buy	+17,564	New	+$738K	0.11%	238
2015 Q4	–	Sell	-17,391	Closed	-$795K	–	715
2015 Q3	$795K	Buy	+17,391	New	+$803K	0.11%	245
2015 Q2	–	Hold	0	–	–	–	313
2015 Q1	–	Hold	0	–	–	–	199
2014 Q4	–	Hold	0	–	–	–	247
2014 Q3	–	Hold	0	–	–	–	239
2014 Q2	–	Sell	-14,795	Closed	-$521K	–	259
2014 Q1	$513K	Buy	+14,795	New	+$515K	0.06%	263
2013 Q4	–	Sell	-8,776	Closed	-$274K	–	546
2013 Q3	$274K	Buy	+8,776	New	+$274K	0.04%	386
2013 Q2	–	Hold	0	–	–	–	367

Other funds holding HIG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concert Wealth Management's HIG Position: Q2 2017 in Review

Concert Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2017, closing a stake of 28,826 shares — an estimated $1.37M sold.

Concert Wealth Management first reported a position in HIG in Q3 2013 and held it in 7 quarters. The position peaked at $1.37M in Q1 2017. 602 funds tracked by Wall St. Rank hold HIG as of Q2 2017.

Concert Wealth Management reported no remaining Hartford Financial Services position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 28,826 Hartford Financial Services shares in Q2 2017, an estimated $1.37M.
Concert Wealth Management first reported a position in Hartford Financial Services in Q3 2013 and held it in 7 quarters.
Concert Wealth Management's Hartford Financial Services position peaked at $1.37M in Q1 2017.
602 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.