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Gerstein Fisher’s Hartford Financial Services HIG Stock Holding History

Gerstein Fisher’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 		$338K Sell
7,882
-143
-2% -$5.99K 0.04% 308
2016
Q2 		$356K Sell
8,025
-641
-7% -$28.6K 0.05% 279
2016
Q1 		$399K Sell
8,666
-3,315
-28% -$139K 0.05% 258
2015
Q4 		$521K Sell
11,981
-467
-4% -$21.4K 0.07% 223
2015
Q3 		$570K Buy
12,448
+592
+5% +$27.3K 0.09% 208
2015
Q2 		$493K Sell
11,856
-475
-4% -$19.8K 0.08% 239
2015
Q1 		$516K Buy
12,331
+1,962
+19% +$80.4K 0.09% 225
2014
Q4 		$432K Buy
10,369
+331
+3% +$13.1K 0.07% 244
2014
Q3 		$374K Buy
10,038
+882
+10% +$31.9K 0.07% 250
2014
Q2 		$328K Sell
9,156
-131
-1% -$4.61K 0.06% 240
2014
Q1 		$328K Sell
9,287
-10,077
-52% -$351K 0.07% 232
2013
Q4 		$702K Buy
19,364
+10,599
+121% +$365K 0.03% 341
2013
Q3 		$273K Buy
8,765
+16
+0.2% +$499 0.06% 284
2013
Q2 		$271K Buy
+8,749
New +$252K 0.07% 244

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
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

Gerstein Fisher's HIG Position: Q3 2016 in Review

Gerstein Fisher reduced its Hartford Financial Services (HIG) stake by 1.8% in Q3 2016, selling an estimated $5.99K and leaving 7,882 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #308.

Gerstein Fisher first reported a position in HIG in Q2 2013 and has held it in 14 quarters since. The position peaked at $702K in Q4 2013. 582 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

  • Gerstein Fisher held 7,882 shares of Hartford Financial Services worth $338K as of Q3 2016.
  • Gerstein Fisher sold 143 Hartford Financial Services shares in Q3 2016, an estimated $5.99K.
  • Hartford Financial Services made up 0.04% of Gerstein Fisher's portfolio in Q3 2016, its #308 holding.
  • Gerstein Fisher first reported a position in Hartford Financial Services in Q2 2013 and has held it in 14 quarters since.
  • Gerstein Fisher's Hartford Financial Services position peaked at $702K in Q4 2013.
  • 582 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.