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

Edge 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
2013
Q4 		– Sell
-55
Closed -$2K – 350
2013
Q3 		$2K Hold
55
– – ﹤0.01% 299
2013
Q2 		$2K Buy
+55
New +$1.59K ﹤0.01% 285

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Edge Wealth Management's HIG Position: Q4 2013 in Review

Edge Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2013, closing a stake of 55 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in HIG in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 566 funds tracked by Wall St. Rank hold HIG as of Q4 2013.

  • Edge Wealth Management reported no remaining Hartford Financial Services position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 55 Hartford Financial Services shares in Q4 2013, an estimated $2K.
  • Edge Wealth Management first reported a position in Hartford Financial Services in Q2 2013 and held it in 2 quarters.
  • Edge Wealth Management's Hartford Financial Services position peaked at $2K in Q3 2013.
  • 566 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.