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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Hartford Financial Services HIG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q3 		– Sell
-80
Closed -$4K – 199
2018
Q2 		$4K Hold
80
– – ﹤0.01% 371
2018
Q1 		$4K Buy
+80
New +$4.38K ﹤0.01% 375
2017
Q4 		– Sell
-80
Closed -$4K – 326
2017
Q3 		$4K Hold
80
– – ﹤0.01% 342
2017
Q2 		$4K Hold
80
– – ﹤0.01% 323
2017
Q1 		$4K Hold
80
– – ﹤0.01% 360
2016
Q4 		$4K Hold
80
– – ﹤0.01% 406
2016
Q3 		$3K Hold
80
– – ﹤0.01% 372
2016
Q2 		$3K Hold
80
– – ﹤0.01% 347
2016
Q1 		$3K Buy
+80
New +$3.36K ﹤0.01% 331

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's HIG Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Hartford Financial Services (HIG) in Q3 2018, closing a stake of 80 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in HIG in Q1 2016 and held it in 9 quarters. The position peaked at $4K in Q2 2018. 645 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Hartford Financial Services position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 80 Hartford Financial Services shares in Q3 2018, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Hartford Financial Services in Q1 2016 and held it in 9 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Hartford Financial Services position peaked at $4K in Q2 2018.
  • 645 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.