IIM
HIG icon

Ipswich Investment Management’s Hartford Financial Services HIG Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-1,300
Closed -$58K – 268
2018
Q4 		$58K Buy
+1,300
New +$58.5K 0.02% 260
2018
Q2 		– Sell
-5,970
Closed -$308K – 116
2018
Q1 		$308K Hold
5,970
– – 0.13% 118
2017
Q4 		$336K Hold
5,970
– – 0.14% 111
2017
Q3 		$331K Hold
5,970
– – 0.15% 107
2017
Q2 		$314K Hold
5,970
– – 0.15% 104
2017
Q1 		$287K Sell
5,970
-50
-0.8% -$2.42K 0.13% 110
2016
Q4 		$287K Hold
6,020
– – 0.13% 107
2016
Q3 		$258K Sell
6,020
-1,900
-24% -$79.5K 0.13% 112
2016
Q2 		$351K Sell
7,920
-300
-4% -$13.4K 0.17% 103
2016
Q1 		$363K Sell
8,220
-11,000
-57% -$462K 0.17% 92
2015
Q4 		$835K Hold
19,220
– – 0.38% 65
2015
Q3 		$879K Buy
19,220
+1,670
+10% +$77.1K 0.42% 64
2015
Q2 		$730K Hold
17,550
– – 0.33% 69
2015
Q1 		$734K Sell
17,550
-1,000
-5% -$41K 0.32% 71
2014
Q4 		$773K Sell
18,550
-2,050
-10% -$81.1K 0.33% 65
2014
Q3 		$767K Sell
20,600
-2,140
-9% -$77.4K 0.33% 61
2014
Q2 		$815K Sell
22,740
-68,065
-75% -$2.4M 0.32% 63
2014
Q1 		$3.2M Sell
90,805
-2,513
-3% -$87.4K 1.38% 29
2013
Q4 		$3.38M Sell
93,318
-710
-0.8% -$24.4K 1.41% 28
2013
Q3 		$2.93M Sell
94,028
-152
-0.2% -$4.75K 1.32% 29
2013
Q2 		$2.91M Buy
+94,180
New +$2.72M 1.26% 31

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ipswich Investment Management's HIG Position: Q1 2019 in Review

Ipswich Investment Management sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 1,300 shares — an estimated $58K sold.

Ipswich Investment Management first reported a position in HIG in Q2 2013 and held it in 21 quarters. The position peaked at $3.38M in Q4 2013. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

  • Ipswich Investment Management reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 1,300 Hartford Financial Services shares in Q1 2019, an estimated $58K.
  • Ipswich Investment Management first reported a position in Hartford Financial Services in Q2 2013 and held it in 21 quarters.
  • Ipswich Investment Management's Hartford Financial Services position peaked at $3.38M in Q4 2013.
  • 633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.