LAM
HIG icon

Lebenthal Asset Management’s Hartford Financial Services HIG Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-1,004
Closed -$43K – 459
2016
Q3 		$43K Buy
+1,004
New +$42K 0.01% 450

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Lebenthal Asset Management's HIG Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Hartford Financial Services (HIG) in Q4 2016, closing a stake of 1,004 shares — an estimated $43K sold.

Lebenthal Asset Management first reported a position in HIG in Q3 2016 and held it in 1 quarter. The position peaked at $43K in Q3 2016. 605 funds tracked by Wall St. Rank hold HIG as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Hartford Financial Services position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 1,004 Hartford Financial Services shares in Q4 2016, an estimated $43K.
  • Lebenthal Asset Management first reported a position in Hartford Financial Services in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Hartford Financial Services position peaked at $43K in Q3 2016.
  • 605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.