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JOYN Advisors’s Hartford Financial Services HIG Stock Holding History

JOYN Advisors’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
-2,522
Closed -$112K – 653
2018
Q4 		$112K Sell
2,522
-2,327
-48% -$105K 0.03% 174
2018
Q3 		$242K Sell
4,849
-1,083
-18% -$55.7K 0.05% 127
2018
Q2 		$303K Sell
5,932
-7,979
-57% -$418K 0.06% 94
2018
Q1 		$717K Sell
13,911
-2,358
-14% -$129K 0.15% 44
2017
Q4 		$916K Buy
+16,269
New +$908K 0.19% 43

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

JOYN Advisors's HIG Position: Q1 2019 in Review

JOYN Advisors sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 2,522 shares — an estimated $112K sold.

JOYN Advisors first reported a position in HIG in Q4 2017 and held it in 5 quarters. The position peaked at $916K in Q4 2017. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

  • JOYN Advisors reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,522 Hartford Financial Services shares in Q1 2019, an estimated $112K.
  • JOYN Advisors first reported a position in Hartford Financial Services in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Hartford Financial Services position peaked at $916K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.