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Cornerstone Financial Partners’s Hartford Financial Services HIG Stock Holding History

Cornerstone Financial Partners’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
-12,074
Closed -$580K – 132
2017
Q1 		$580K Sell
12,074
-772
-6% -$37.4K 0.19% 89
2016
Q4 		$611K Sell
12,846
-89
-0.7% -$4.08K 0.2% 91
2016
Q3 		$553K Sell
12,935
-308
-2% -$12.9K 0.19% 83
2016
Q2 		$588K Sell
13,243
-11,621
-47% -$519K 0.21% 92
2016
Q1 		$1.15M Sell
24,864
-20,337
-45% -$855K 0.44% 73
2015
Q4 		$1.97M Buy
+45,201
New +$2.07M 0.73% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cornerstone Financial Partners's HIG Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of Hartford Financial Services (HIG) in Q2 2017, closing a stake of 12,074 shares — an estimated $580K sold.

Cornerstone Financial Partners first reported a position in HIG in Q4 2015 and held it in 6 quarters. The position peaked at $1.97M in Q4 2015. 602 funds tracked by Wall St. Rank hold HIG as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining Hartford Financial Services position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 12,074 Hartford Financial Services shares in Q2 2017, an estimated $580K.
  • Cornerstone Financial Partners first reported a position in Hartford Financial Services in Q4 2015 and held it in 6 quarters.
  • Cornerstone Financial Partners's Hartford Financial Services position peaked at $1.97M in Q4 2015.
  • 602 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.