KFS
HIG icon

KMS Financial Services’s Hartford Financial Services HIG Stock Holding History

KMS Financial Services’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
2014
Q1 		– Sell
-9,491
Closed -$344K – 542
2013
Q4 		$344K Buy
9,491
+988
+12% +$34K 0.06% 343
2013
Q3 		$265K Buy
+8,503
New +$265K 0.06% 322

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

KMS Financial Services's HIG Position: Q1 2014 in Review

KMS Financial Services sold out of Hartford Financial Services (HIG) in Q1 2014, closing a stake of 9,491 shares — an estimated $344K sold.

KMS Financial Services first reported a position in HIG in Q3 2013 and held it in 2 quarters. The position peaked at $344K in Q4 2013. 555 funds tracked by Wall St. Rank hold HIG as of Q1 2014.

  • KMS Financial Services reported no remaining Hartford Financial Services position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 9,491 Hartford Financial Services shares in Q1 2014, an estimated $344K.
  • KMS Financial Services first reported a position in Hartford Financial Services in Q3 2013 and held it in 2 quarters.
  • KMS Financial Services's Hartford Financial Services position peaked at $344K in Q4 2013.
  • 555 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.