HCM
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Hilton Capital Management’s Hartford Financial Services HIG Stock Holding History

Hilton Capital 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
-40
Closed -$2K – 365
2018
Q2 		$2K Buy
+40
New +$2.1K ﹤0.01% 377

Other funds holding HIG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hilton Capital Management's HIG Position: Q3 2018 in Review

Hilton Capital Management sold out of Hartford Financial Services (HIG) in Q3 2018, closing a stake of 40 shares — an estimated $2K sold.

Hilton Capital Management first reported a position in HIG in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 644 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

  • Hilton Capital Management reported no remaining Hartford Financial Services position as of Q3 2018 after selling out during the quarter.
  • Hilton Capital Management sold 40 Hartford Financial Services shares in Q3 2018, an estimated $2K.
  • Hilton Capital Management first reported a position in Hartford Financial Services in Q2 2018 and held it in 1 quarter.
  • Hilton Capital Management's Hartford Financial Services position peaked at $2K in Q2 2018.
  • 644 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on Hilton Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.