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Greenwood Capital Associates’s Hartford Financial Services HIG Stock Holding History

Greenwood Capital Associates’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
-12,405
Closed -$551K – 171
2016
Q2 		$551K Sell
12,405
-5
-0% -$223 0.17% 90
2016
Q1 		$572K Buy
12,410
+565
+5% +$23.7K 0.18% 92
2015
Q4 		$515K Buy
11,845
+3,680
+45% +$169K 0.17% 87
2015
Q3 		$374K Buy
+8,165
New +$377K 0.13% 97

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

Greenwood Capital Associates's HIG Position: Q3 2016 in Review

Greenwood Capital Associates sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 12,405 shares — an estimated $551K sold.

Greenwood Capital Associates first reported a position in HIG in Q3 2015 and held it in 4 quarters. The position peaked at $572K in Q1 2016. 581 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

  • Greenwood Capital Associates reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
  • Greenwood Capital Associates sold 12,405 Hartford Financial Services shares in Q3 2016, an estimated $551K.
  • Greenwood Capital Associates first reported a position in Hartford Financial Services in Q3 2015 and held it in 4 quarters.
  • Greenwood Capital Associates's Hartford Financial Services position peaked at $572K in Q1 2016.
  • 581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Greenwood Capital Associates's 13F filing for Q3 2016, filed 14 Nov 2016.