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

Frontier 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	-6,000	Closed	-$300K	–	386
2018 Q3	$300K	Hold	6,000	–	–	0.03%	307
2018 Q2	$307K	Sell	6,000 -68	-1%	-$3.56K	0.04%	288
2018 Q1	$313K	Hold	6,068	–	–	0.04%	296
2017 Q4	$342K	Hold	6,068	–	–	0.05%	254
2017 Q3	$336K	Hold	6,068	–	–	0.05%	280
2017 Q2	$319K	Hold	6,068	–	–	0.05%	284
2017 Q1	$292K	Hold	6,068	–	–	0.04%	306
2016 Q4	$289K	Hold	6,068	–	–	0.05%	293
2016 Q3	$260K	Hold	6,068	–	–	0.04%	304
2016 Q2	$269K	Hold	6,068	–	–	0.04%	288
2016 Q1	$280K	Hold	6,068	–	–	0.02%	265
2015 Q4	$264K	Sell	6,068 -54	-0.9%	-$2.48K	0.04%	272
2015 Q3	$280K	Buy	6,122 +54	+0.9%	+$2.49K	0.04%	265
2015 Q2	$252K	Buy	+6,068	New	+$253K	0.04%	285

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

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

Frontier Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 6,000 shares — an estimated $300K sold.

Frontier Wealth Management first reported a position in HIG in Q2 2015 and held it in 14 quarters. The position peaked at $342K in Q4 2017. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

Frontier Wealth Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
Frontier Wealth Management sold 6,000 Hartford Financial Services shares in Q4 2018, an estimated $300K.
Frontier Wealth Management first reported a position in Hartford Financial Services in Q2 2015 and held it in 14 quarters.
Frontier Wealth Management's Hartford Financial Services position peaked at $342K in Q4 2017.
607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Frontier Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.