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Delphi Private Advisors’s Hartford Financial Services HIG Stock Holding History

Delphi Private Advisors’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
-84
Closed -$4K – 189
2016
Q4 		$4K Sell
84
-33
-28% -$1.51K 0.01% 144
2016
Q3 		$5K Sell
117
-41
-26% -$1.72K 0.01% 158
2016
Q2 		$7K Buy
158
+33
+26% +$1.47K 0.01% 159
2016
Q1 		$6K Sell
125
-47
-27% -$1.98K 0.01% 171
2015
Q4 		$7K Buy
+172
New +$7.89K 0.01% 178

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

Delphi Private Advisors's HIG Position: Q1 2017 in Review

Delphi Private Advisors sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 84 shares — an estimated $4K sold.

Delphi Private Advisors first reported a position in HIG in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q2 2016. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Delphi Private Advisors reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 84 Hartford Financial Services shares in Q1 2017, an estimated $4K.
  • Delphi Private Advisors first reported a position in Hartford Financial Services in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Hartford Financial Services position peaked at $7K in Q2 2016.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.