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

Gupta 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
2016
Q1 		$85K Hold
1,844
– – 0.02% 350
2015
Q4 		$80K Hold
1,844
– – 0.02% 357
2015
Q3 		$84K Buy
1,844
+146
+9% +$6.74K 0.02% 367
2015
Q2 		$71K Buy
1,698
+198
+13% +$8.27K 0.02% 398
2015
Q1 		$63K Buy
+1,500
New +$61.5K 0.02% 367

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Gupta Wealth Management's HIG Position: Q1 2016 in Review

Gupta Wealth Management held its Hartford Financial Services (HIG) position steady in Q1 2016 at 1,844 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #350.

Gupta Wealth Management first reported a position in HIG in Q1 2015 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold HIG as of Q1 2016.

  • Gupta Wealth Management held 1,844 shares of Hartford Financial Services worth $85K as of Q1 2016.
  • Gupta Wealth Management left its Hartford Financial Services share count unchanged in Q1 2016.
  • Hartford Financial Services made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #350 holding.
  • Gupta Wealth Management first reported a position in Hartford Financial Services in Q1 2015 and has held it in 5 quarters since.
  • 612 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.