JIC
HIG icon

Joel Isaacson & Co’s Hartford Financial Services HIG Stock Holding History

Joel Isaacson & Co’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
2015
Q4 		– Sell
-1,097
Closed -$50K – 764
2015
Q3 		$50K Buy
1,097
+900
+457% +$41.6K 0.01% 337
2015
Q2 		$8K Hold
197
– – ﹤0.01% 615
2015
Q1 		$8K Hold
197
– – ﹤0.01% 588
2014
Q4 		$8K Sell
197
-28
-12% -$1.11K ﹤0.01% 521
2014
Q3 		$8K Hold
225
– – ﹤0.01% 505
2014
Q2 		$8K Hold
225
– – ﹤0.01% 485
2014
Q1 		$8K Hold
225
– – ﹤0.01% 482
2013
Q4 		$8K Hold
225
– – ﹤0.01% 444
2013
Q3 		$7K Hold
225
– – ﹤0.01% 429
2013
Q2 		$7K Buy
+225
New +$6.49K ﹤0.01% 396

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Joel Isaacson & Co's HIG Position: Q4 2015 in Review

Joel Isaacson & Co sold out of Hartford Financial Services (HIG) in Q4 2015, closing a stake of 1,097 shares — an estimated $50K sold.

Joel Isaacson & Co first reported a position in HIG in Q2 2013 and held it in 10 quarters. The position peaked at $50K in Q3 2015. 632 funds tracked by Wall St. Rank hold HIG as of Q4 2015.

  • Joel Isaacson & Co reported no remaining Hartford Financial Services position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,097 Hartford Financial Services shares in Q4 2015, an estimated $50K.
  • Joel Isaacson & Co first reported a position in Hartford Financial Services in Q2 2013 and held it in 10 quarters.
  • Joel Isaacson & Co's Hartford Financial Services position peaked at $50K in Q3 2015.
  • 632 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.