FNBT
HIG icon

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

FineMark National 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
2017
Q1 		– Sell
-2,491
Closed -$119K – 638
2016
Q4 		$119K Sell
2,491
-336
-12% -$15.4K 0.01% 433
2016
Q3 		$122K Buy
2,827
+649
+30% +$27.2K 0.01% 412
2016
Q2 		$97K Hold
2,178
– – 0.01% 447
2016
Q1 		$100K Buy
2,178
+468
+27% +$19.7K 0.01% 431
2015
Q4 		$75K Hold
1,710
– – 0.01% 496
2015
Q3 		$78K Sell
1,710
-28
-2% -$1.29K 0.01% 516
2015
Q2 		$72K Sell
1,738
-6
-0.3% -$251 0.01% 558
2015
Q1 		$72K Hold
1,744
– – 0.01% 569
2014
Q4 		$72K Sell
1,744
-38
-2% -$1.5K 0.01% 576
2014
Q3 		$66K Sell
1,782
-40
-2% -$1.45K 0.01% 566
2014
Q2 		$65K Sell
1,822
-1,490
-45% -$52.4K 0.01% 563
2014
Q1 		$117K Buy
3,312
+407
+14% +$14.2K 0.02% 418
2013
Q4 		$106K Sell
2,905
-214
-7% -$7.37K 0.02% 420
2013
Q3 		$97K Sell
3,119
-580
-16% -$18.1K 0.02% 428
2013
Q2 		$114K Buy
+3,699
New +$107K 0.03% 379

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

FineMark National Bank & Trust's HIG Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 2,491 shares — an estimated $119K sold.

FineMark National Bank & Trust first reported a position in HIG in Q2 2013 and held it in 15 quarters. The position peaked at $122K in Q3 2016. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,491 Hartford Financial Services shares in Q1 2017, an estimated $119K.
  • FineMark National Bank & Trust first reported a position in Hartford Financial Services in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Hartford Financial Services position peaked at $122K in Q3 2016.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.