Loeb Partners Corp’s Hartford Financial Services HIG Stock Holding History

Loeb Partners Corp’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
2019 Q1	–	Sell	-1,500	Closed	-$67K	–	200
2018 Q4	$67K	Buy	+1,500	New	+$67.5K	0.03%	156
2017 Q4	–	Sell	-11,500	Closed	-$637K	–	164
2017 Q3	$637K	Buy	+11,500	New	+$625K	0.19%	102

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loeb Partners Corp's HIG Position: Q1 2019 in Review

Loeb Partners Corp sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 1,500 shares — an estimated $67K sold.

Loeb Partners Corp first reported a position in HIG in Q3 2017 and held it in 2 quarters. The position peaked at $637K in Q3 2017. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

Loeb Partners Corp reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 1,500 Hartford Financial Services shares in Q1 2019, an estimated $67K.
Loeb Partners Corp first reported a position in Hartford Financial Services in Q3 2017 and held it in 2 quarters.
Loeb Partners Corp's Hartford Financial Services position peaked at $637K in Q3 2017.
633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.