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

Elite 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
2014
Q1 		– Sell
-130
Closed -$5K – 474
2013
Q4 		$5K Buy
+130
New +$4.48K ﹤0.01% 462

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Elite Wealth Management's HIG Position: Q1 2014 in Review

Elite Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2014, closing a stake of 130 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in HIG in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 555 funds tracked by Wall St. Rank hold HIG as of Q1 2014.

  • Elite Wealth Management reported no remaining Hartford Financial Services position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 130 Hartford Financial Services shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Hartford Financial Services in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Hartford Financial Services position peaked at $5K in Q4 2013.
  • 555 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.