Luther King Capital Management (LKCM)
HIG icon

Luther King Capital Management (LKCM)’s Hartford Financial Services HIG Stock Holding History

Luther King Capital Management (LKCM)’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
2018
Q3 		– Sell
-50,000
Closed -$2.56M – 528
2018
Q2 		$2.56M Sell
50,000
-50
-0.1% -$2.62K 0.02% 264
2018
Q1 		$2.58M Buy
50,050
+50
+0.1% +$2.73K 0.02% 258
2017
Q4 		$2.81M Buy
+50,000
New +$2.79M 0.02% 257
2014
Q3 		– Sell
-6,621
Closed -$237K – 570
2014
Q2 		$237K Buy
+6,621
New +$233K ﹤0.01% 513

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Luther King Capital Management (LKCM)'s HIG Position: Q3 2018 in Review

Luther King Capital Management (LKCM) sold out of Hartford Financial Services (HIG) in Q3 2018, closing a stake of 50,000 shares — an estimated $2.56M sold.

Luther King Capital Management (LKCM) first reported a position in HIG in Q2 2014 and held it in 4 quarters. The position peaked at $2.81M in Q4 2017. 644 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

  • Luther King Capital Management (LKCM) reported no remaining Hartford Financial Services position as of Q3 2018 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 50,000 Hartford Financial Services shares in Q3 2018, an estimated $2.56M.
  • Luther King Capital Management (LKCM) first reported a position in Hartford Financial Services in Q2 2014 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Hartford Financial Services position peaked at $2.81M in Q4 2017.
  • 644 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2018, filed 13 Nov 2018.