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Kelman-Lazarov Inc’s Hartford Financial Services HIG Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-300
Closed -$14.3K – 157
2016
Q4 		$14.3K Hold
300
– – 0.01% 235
2016
Q3 		$13.1K Hold
300
– – 0.01% 274
2016
Q2 		$13.3K Hold
300
– – 0.01% 262
2016
Q1 		$14K Buy
+300
New +$12.6K 0.01% 267

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kelman-Lazarov Inc's HIG Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 300 shares — an estimated $14.3K sold.

Kelman-Lazarov Inc first reported a position in HIG in Q1 2016 and held it in 4 quarters. The position peaked at $14.3K in Q4 2016. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 300 Hartford Financial Services shares in Q1 2017, an estimated $14.3K.
  • Kelman-Lazarov Inc first reported a position in Hartford Financial Services in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Hartford Financial Services position peaked at $14.3K in Q4 2016.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.