IWP
HIG icon

Icon Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-667
Closed -$33K – 420
2019
Q1 		$33K Buy
+667
New +$31.7K 0.01% 445
2018
Q3 		– Sell
-1,264
Closed -$65K – 455
2018
Q2 		$65K Buy
+1,264
New +$66.2K 0.03% 318
2018
Q1 		– Sell
-1,370
Closed -$77K – 456
2017
Q4 		$77K Buy
+1,370
New +$76.4K 0.04% 319

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's HIG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Hartford Financial Services (HIG) in Q2 2019, closing a stake of 667 shares — an estimated $33K sold.

Icon Wealth Partners first reported a position in HIG in Q4 2017 and held it in 3 quarters. The position peaked at $77K in Q4 2017. 646 funds tracked by Wall St. Rank hold HIG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Hartford Financial Services position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 667 Hartford Financial Services shares in Q2 2019, an estimated $33K.
  • Icon Wealth Partners first reported a position in Hartford Financial Services in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Hartford Financial Services position peaked at $77K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.