Integrated Wealth Management (Palm Desert)’s Hartford Financial Services HIG Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-26	Closed	-$1K	–	562
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	1149
2016 Q2	$1K	Hold	26	–	–	﹤0.01%	1174
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	1097
2015 Q4	$1K	Hold	26	–	–	﹤0.01%	1191
2015 Q3	$1K	Hold	26	–	–	﹤0.01%	1208
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	1238
2015 Q1	$1K	Buy	+26	New	+$1.07K	﹤0.01%	1182

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HIG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Hartford Financial Services (HIG) in Q4 2016, closing a stake of 26 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HIG in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 605 funds tracked by Wall St. Rank hold HIG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Hartford Financial Services position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 26 Hartford Financial Services shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Hartford Financial Services in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Hartford Financial Services position peaked at $1K in Q3 2016.
605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.