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

Executive 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
2019
Q3 		– Sell
-20
Closed -$1K – 409
2019
Q2 		$1K Hold
20
– – ﹤0.01% 852
2019
Q1 		$1K Sell
20
-44
-69% -$2.09K ﹤0.01% 786
2018
Q4 		$3K Buy
+64
New +$2.88K ﹤0.01% 731

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Executive Wealth Management's HIG Position: Q3 2019 in Review

Executive Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in HIG in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 652 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

  • Executive Wealth Management reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 20 Hartford Financial Services shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Hartford Financial Services in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Hartford Financial Services position peaked at $3K in Q4 2018.
  • 652 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.