Forvis Mazars Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Forvis Mazars Wealth Advisors’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
2016 Q3	–	Sell	-8,689	Closed	-$386K	–	190
2016 Q2	$386K	Buy	8,689 +35	+0.4%	+$1.56K	0.06%	125
2016 Q1	$399K	Buy	8,654 +667	+8%	+$28K	0.06%	120
2015 Q4	$347K	Buy	7,987 +8	+0.1%	+$367	0.05%	136
2015 Q3	$365K	Buy	+7,979	New	+$369K	0.06%	122

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HIG Position: Q3 2016 in Review

Forvis Mazars Wealth Advisors sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 8,689 shares — an estimated $386K sold.

Forvis Mazars Wealth Advisors first reported a position in HIG in Q3 2015 and held it in 4 quarters. The position peaked at $399K in Q1 2016. 581 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

Forvis Mazars Wealth Advisors reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 8,689 Hartford Financial Services shares in Q3 2016, an estimated $386K.
Forvis Mazars Wealth Advisors first reported a position in Hartford Financial Services in Q3 2015 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's Hartford Financial Services position peaked at $399K in Q1 2016.
581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2016, filed 18 Oct 2016.