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

Kennedy 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
2017 Q2	–	Sell	-117,388	Closed	-$5.64M	–	723
2017 Q1	$5.64M	Sell	117,388 -1,352	-1%	-$65.4K	0.1%	370
2016 Q4	$5.66M	Sell	118,740 -5,463	-4%	-$251K	0.1%	367
2016 Q3	$5.32M	Buy	124,203 +23,551	+23%	+$986K	0.1%	349
2016 Q2	$4.47M	Buy	100,652 +1,340	+1%	+$59.8K	0.09%	379
2016 Q1	$4.58M	Sell	99,312 -710	-0.7%	-$29.8K	0.09%	375
2015 Q4	$4.35M	Buy	+100,022	New	+$4.59M	0.09%	405

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kennedy Capital Management's HIG Position: Q2 2017 in Review

Kennedy Capital Management sold out of Hartford Financial Services (HIG) in Q2 2017, closing a stake of 117,388 shares — an estimated $5.64M sold.

Kennedy Capital Management first reported a position in HIG in Q4 2015 and held it in 6 quarters. The position peaked at $5.66M in Q4 2016. 602 funds tracked by Wall St. Rank hold HIG as of Q2 2017.

Kennedy Capital Management reported no remaining Hartford Financial Services position as of Q2 2017 after selling out during the quarter.
Kennedy Capital Management sold 117,388 Hartford Financial Services shares in Q2 2017, an estimated $5.64M.
Kennedy Capital Management first reported a position in Hartford Financial Services in Q4 2015 and held it in 6 quarters.
Kennedy Capital Management's Hartford Financial Services position peaked at $5.66M in Q4 2016.
602 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.