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

Focused 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
2018 Q4	–	Sell	-3,350	Closed	-$167K	–	719
2018 Q3	$167K	Hold	3,350	–	–	0.06%	167
2018 Q2	$171K	Hold	3,350	–	–	0.06%	172
2018 Q1	$173K	Hold	3,350	–	–	0.06%	181
2017 Q4	$189K	Buy	+3,350	New	+$187K	0.06%	162
2017 Q3	–	Sell	-3,350	Closed	-$176K	–	687
2017 Q2	$176K	Hold	3,350	–	–	0.07%	150
2017 Q1	$161K	Sell	3,350 -1,200	-26%	-$58.1K	0.06%	167
2016 Q4	$217K	Sell	4,550 -300	-6%	-$13.8K	0.09%	136
2016 Q3	$208K	Hold	4,850	–	–	0.09%	135
2016 Q2	$215K	Buy	+4,850	New	+$217K	0.1%	128

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

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

Invesco Atlanta, Georgia $1.02T 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Focused Wealth Management's HIG Position: Q4 2018 in Review

Focused Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 3,350 shares — an estimated $167K sold.

Focused Wealth Management first reported a position in HIG in Q2 2016 and held it in 9 quarters. The position peaked at $217K in Q4 2016. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

Focused Wealth Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
Focused Wealth Management sold 3,350 Hartford Financial Services shares in Q4 2018, an estimated $167K.
Focused Wealth Management first reported a position in Hartford Financial Services in Q2 2016 and held it in 9 quarters.
Focused Wealth Management's Hartford Financial Services position peaked at $217K in Q4 2016.
607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Focused Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.