KJWM
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Kiley Juergens Wealth Management’s Hartford Financial Services HIG Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-289
Closed -$14K – 292
2018
Q3 		$14K Hold
289
– – 0.01% 424
2018
Q2 		$14K Buy
+289
New +$15.1K 0.01% 389
2018
Q1 		– Sell
-296
Closed -$16K – 301
2017
Q4 		$16K Buy
+296
New +$16.5K 0.01% 380

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kiley Juergens Wealth Management's HIG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 289 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in HIG in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 608 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 289 Hartford Financial Services shares in Q4 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in Hartford Financial Services in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Hartford Financial Services position peaked at $16K in Q4 2017.
  • 608 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.