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Dubuque Bank & Trust’s Hartford Financial Services HIG Stock Holding History

Dubuque Bank & Trust’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
2019
Q1 		– Sell
-656
Closed -$29K – 704
2018
Q4 		$29K Buy
+656
New +$29.5K 0.01% 319
2016
Q2 		– Sell
-46
Closed -$2K – 596
2016
Q1 		$2K Hold
46
– – ﹤0.01% 583
2015
Q4 		$2K Buy
+46
New +$2.11K ﹤0.01% 682

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dubuque Bank & Trust's HIG Position: Q1 2019 in Review

Dubuque Bank & Trust sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 656 shares — an estimated $29K sold.

Dubuque Bank & Trust first reported a position in HIG in Q4 2015 and held it in 3 quarters. The position peaked at $29K in Q4 2018. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

  • Dubuque Bank & Trust reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 656 Hartford Financial Services shares in Q1 2019, an estimated $29K.
  • Dubuque Bank & Trust first reported a position in Hartford Financial Services in Q4 2015 and held it in 3 quarters.
  • Dubuque Bank & Trust's Hartford Financial Services position peaked at $29K in Q4 2018.
  • 633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Dubuque Bank & Trust's 13F filing for Q1 2019, filed 2 Apr 2019.