LWM
HIG.WS

Lenox Wealth Management’s Hartford Financial Services Grp HIG.WS Stock Holding History

Lenox Wealth Management’s Portfolio HIG.WS Stock Details HIG.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-600
Closed -$16K – 179
2014
Q1 		$16K Hold
600
– – 0.01% 131
2013
Q4 		$17K Buy
+600
New +$15.4K 0.01% 127

Other funds holding HIG.WS

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Lenox Wealth Management's HIG.WS Position: Q2 2014 in Review

Lenox Wealth Management sold out of Hartford Financial Services Grp (HIG.WS) in Q2 2014, closing a stake of 600 shares — an estimated $16K sold.

Lenox Wealth Management first reported a position in HIG.WS in Q4 2013 and held it in 2 quarters. The position peaked at $17K in Q4 2013. 20 funds tracked by Wall St. Rank hold HIG.WS as of Q2 2014.

  • Lenox Wealth Management reported no remaining Hartford Financial Services Grp position as of Q2 2014 after selling out during the quarter.
  • Lenox Wealth Management sold 600 Hartford Financial Services Grp shares in Q2 2014, an estimated $16K.
  • Lenox Wealth Management first reported a position in Hartford Financial Services Grp in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Management's Hartford Financial Services Grp position peaked at $17K in Q4 2013.
  • 20 funds tracked by Wall St. Rank held Hartford Financial Services Grp as of Q2 2014.

Based on Lenox Wealth Management's 13F filing for Q2 2014, filed 22 Sep 2014.