Karp Capital Management’s Hartford Financial Services HIG Stock Holding History

Karp Capital 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
2016 Q3	–	Sell	-5,300	Closed	-$235K	–	79
2016 Q2	$235K	Sell	5,300 -200	-4%	-$8.93K	0.16%	75
2016 Q1	$253K	Sell	5,500 -1,000	-15%	-$42K	0.17%	76
2015 Q4	$282K	Buy	6,500 +1,000	+18%	+$45.8K	0.16%	85
2015 Q3	$252K	Hold	5,500	–	–	0.17%	79
2015 Q2	$229K	Hold	5,500	–	–	0.15%	89
2015 Q1	$230K	Hold	5,500	–	–	0.16%	92
2014 Q4	$229K	Buy	+5,500	New	+$218K	0.17%	93

Other funds holding HIG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Karp Capital Management's HIG Position: Q3 2016 in Review

Karp Capital Management sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 5,300 shares — an estimated $235K sold.

Karp Capital Management first reported a position in HIG in Q4 2014 and held it in 7 quarters. The position peaked at $282K in Q4 2015. 581 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

Karp Capital Management reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
Karp Capital Management sold 5,300 Hartford Financial Services shares in Q3 2016, an estimated $235K.
Karp Capital Management first reported a position in Hartford Financial Services in Q4 2014 and held it in 7 quarters.
Karp Capital Management's Hartford Financial Services position peaked at $282K in Q4 2015.
581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Karp Capital Management's 13F filing for Q3 2016, filed 8 Nov 2016.