First Allied Advisory Services’s Hartford Financial Services HIG Stock Holding History

First Allied Advisory Services’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	-3,608	Closed	-$201K	–	1660
2019 Q2	$201K	Buy	+3,608	New	+$190K	0.01%	1100
2018 Q4	–	Sell	-5,190	Closed	-$259K	–	1115
2018 Q3	$259K	Buy	5,190 +821	+19%	+$42.2K	0.01%	979
2018 Q2	$222K	Sell	4,369 -2,444	-36%	-$128K	0.01%	1019
2018 Q1	$349K	Buy	6,813 +345	+5%	+$18.9K	0.01%	804
2017 Q4	$363K	Sell	6,468 -64	-1%	-$3.57K	0.01%	785
2017 Q3	$354K	Sell	6,532 -5,969	-48%	-$325K	0.02%	745
2017 Q2	$659K	Buy	12,501 +58	+0.5%	+$2.87K	0.03%	534
2017 Q1	$599K	Sell	12,443 -627	-5%	-$30.3K	0.03%	521
2016 Q4	$623K	Buy	13,070 +4,724	+57%	+$217K	0.03%	518
2016 Q3	$357K	Sell	8,346 -7,759	-48%	-$325K	0.02%	675
2016 Q2	$715K	Sell	16,105 -1,060	-6%	-$47.3K	0.04%	442
2016 Q1	$784K	Sell	17,165 -910	-5%	-$38.2K	0.04%	425
2015 Q4	$788K	Sell	18,075 -306	-2%	-$14K	0.04%	438
2015 Q3	$835K	Buy	18,381 +3,571	+24%	+$165K	0.05%	399
2015 Q2	$618K	Sell	14,810 -660	-4%	-$27.6K	0.03%	544
2015 Q1	$647K	Buy	15,470 +108	+0.7%	+$4.43K	0.04%	481
2014 Q4	$641K	Buy	15,362 +363	+2%	+$14.4K	0.05%	450
2014 Q3	$558K	Buy	14,999 +8,302	+124%	+$300K	0.04%	479
2014 Q2	$243K	Buy	+6,697	New	+$236K	0.02%	794
2014 Q1	–	Sell	-6,049	Closed	-$219K	–	1027
2013 Q4	$219K	Sell	6,049 -740	-11%	-$25.5K	0.02%	785
2013 Q3	$211K	Sell	6,789 -3,463	-34%	-$108K	0.01%	863
2013 Q2	$315K	Buy	+10,252	New	+$296K	0.03%	658

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Allied Advisory Services's HIG Position: Q3 2019 in Review

First Allied Advisory Services sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 3,608 shares — an estimated $201K sold.

First Allied Advisory Services first reported a position in HIG in Q2 2013 and held it in 22 quarters. The position peaked at $835K in Q3 2015. 652 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

First Allied Advisory Services reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
First Allied Advisory Services sold 3,608 Hartford Financial Services shares in Q3 2019, an estimated $201K.
First Allied Advisory Services first reported a position in Hartford Financial Services in Q2 2013 and held it in 22 quarters.
First Allied Advisory Services's Hartford Financial Services position peaked at $835K in Q3 2015.
652 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on First Allied Advisory Services's 13F filing for Q3 2019, filed 6 Nov 2019.