JP Morgan Private Wealth Advisors’s Hartford Financial Services Grp HIG.WS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HIG.WS Stock Details HIG.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,000	Closed	-$405K	–	1636
2018 Q3	$405K	Buy	+9,000	New	+$418K	﹤0.01%	1162
2018 Q2	–	Sell	-9,200	Closed	-$424K	–	1550
2018 Q1	$424K	Hold	9,200	–	–	﹤0.01%	925
2017 Q4	$474K	Hold	9,200	–	–	﹤0.01%	887
2017 Q3	$461K	Hold	9,200	–	–	﹤0.01%	878
2017 Q2	$431K	Hold	9,200	–	–	﹤0.01%	883
2017 Q1	$384K	Hold	9,200	–	–	﹤0.01%	965
2016 Q4	$379K	Buy	+9,200	New	+$360K	﹤0.01%	908
2016 Q3	–	Sell	-9,200	Closed	-$340K	–	1294
2016 Q2	$340K	Buy	+9,200	New	+$345K	﹤0.01%	929
2016 Q1	–	Sell	-9,000	Closed	-$325K	–	1325
2015 Q4	$325K	Hold	9,000	–	–	﹤0.01%	834
2015 Q3	$344K	Sell	9,000 -9,000	-50%	-$348K	﹤0.01%	744
2015 Q2	$608K	Buy	18,000 +9,000	+100%	+$305K	0.01%	617
2015 Q1	$306K	Buy	+9,000	New	+$297K	﹤0.01%	884
2014 Q3	–	Sell	-9,000	Closed	-$245K	–	1109
2014 Q2	$245K	Hold	9,000	–	–	﹤0.01%	759
2014 Q1	$240K	Hold	9,000	–	–	﹤0.01%	771
2013 Q4	$248K	Buy	+9,000	New	+$231K	0.01%	568

Other funds holding HIG.WS

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

EBSAM

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HIG.WS Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Hartford Financial Services Grp (HIG.WS) in Q4 2018, closing a stake of 9,000 shares — an estimated $405K sold.

JP Morgan Private Wealth Advisors first reported a position in HIG.WS in Q4 2013 and held it in 15 quarters. The position peaked at $608K in Q2 2015. 12 funds tracked by Wall St. Rank hold HIG.WS as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Hartford Financial Services Grp position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 9,000 Hartford Financial Services Grp shares in Q4 2018, an estimated $405K.
JP Morgan Private Wealth Advisors first reported a position in Hartford Financial Services Grp in Q4 2013 and held it in 15 quarters.
JP Morgan Private Wealth Advisors's Hartford Financial Services Grp position peaked at $608K in Q2 2015.
12 funds tracked by Wall St. Rank held Hartford Financial Services Grp as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.