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Independent Portfolio Consultants’s Hartford Financial Services HIG Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-15
Closed -$1K – 851
2016
Q4 		$1K Buy
+15
New +$688 ﹤0.01% 769
2015
Q2 		– Sell
-2,849
Closed -$119K – 938
2015
Q1 		$119K Buy
2,849
+244
+9% +$10K 0.02% 453
2014
Q4 		$109K Sell
2,605
-7,770
-75% -$307K 0.02% 482
2014
Q3 		$386K Buy
10,375
+220
+2% +$7.96K 0.1% 320
2014
Q2 		$364K Sell
10,155
-2,170
-18% -$76.4K 0.1% 342
2014
Q1 		$434K Sell
12,325
-10
-0.1% -$348 0.14% 280
2013
Q4 		$447K Buy
12,335
+210
+2% +$7.23K 0.16% 267
2013
Q3 		$377K Buy
12,125
+2,305
+23% +$72K 0.15% 292
2013
Q2 		$304K Buy
+9,820
New +$283K 0.14% 323

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independent Portfolio Consultants's HIG Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 15 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in HIG in Q2 2013 and held it in 9 quarters. The position peaked at $447K in Q4 2013. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 15 Hartford Financial Services shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Hartford Financial Services in Q2 2013 and held it in 9 quarters.
  • Independent Portfolio Consultants's Hartford Financial Services position peaked at $447K in Q4 2013.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.