FormulaFolio Investments’s Hartford Financial Services HIG Stock Holding History

FormulaFolio Investments’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	-14,126	Closed	-$787K	–	355
2019 Q2	$787K	Buy	14,126 +5,410	+62%	+$286K	0.03%	161
2019 Q1	$433K	Buy	+8,716	New	+$414K	0.02%	213
2017 Q1	–	Sell	-11,533	Closed	-$550K	–	220
2016 Q4	$550K	Buy	+11,533	New	+$529K	0.07%	93
2016 Q2	–	Sell	-26,403	Closed	-$1.22M	–	132
2016 Q1	$1.22M	Buy	+26,403	New	+$1.11M	0.21%	41
2015 Q3	–	Sell	-24,805	Closed	-$1.03M	–	103
2015 Q2	$1.03M	Buy	+24,805	New	+$1.04M	0.29%	34

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

FormulaFolio Investments's HIG Position: Q3 2019 in Review

FormulaFolio Investments sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 14,126 shares — an estimated $787K sold.

FormulaFolio Investments first reported a position in HIG in Q2 2015 and held it in 5 quarters. The position peaked at $1.22M in Q1 2016. 652 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

FormulaFolio Investments reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
FormulaFolio Investments sold 14,126 Hartford Financial Services shares in Q3 2019, an estimated $787K.
FormulaFolio Investments first reported a position in Hartford Financial Services in Q2 2015 and held it in 5 quarters.
FormulaFolio Investments's Hartford Financial Services position peaked at $1.22M in Q1 2016.
652 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.