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LBA Wealth Management’s Hartford Financial Services HIG Stock Holding History

LBA 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
2017
Q1 		$49K Buy
1,010
+600
+146% +$29K 0.03% 197
2016
Q4 		$20K Hold
410
– – 0.01% 264
2016
Q3 		$18K Hold
410
– – 0.01% 269
2016
Q2 		$18K Buy
410
+150
+58% +$6.7K 0.01% 259
2016
Q1 		$12K Hold
260
– – 0.01% 287
2015
Q4 		$11K Buy
+260
New +$11.9K 0.01% 285

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

LBA Wealth Management's HIG Position: Q1 2017 in Review

LBA Wealth Management increased its Hartford Financial Services (HIG) stake by 146% in Q1 2017, buying an estimated $29K and bringing the position to 1,010 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #197.

LBA Wealth Management first reported a position in HIG in Q4 2015 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • LBA Wealth Management held 1,010 shares of Hartford Financial Services worth $49K as of Q1 2017.
  • LBA Wealth Management bought 600 Hartford Financial Services shares in Q1 2017, an estimated $29K.
  • Hartford Financial Services made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #197 holding.
  • LBA Wealth Management first reported a position in Hartford Financial Services in Q4 2015 and has held it in 6 quarters since.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.