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Marino Stram & Associates’s Hartford Financial Services HIG Stock Holding History

Marino Stram & Associates’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
Q4 		– Sell
-434
Closed -$22K – 640
2018
Q3 		$22K Buy
434
+2
+0.5% +$103 0.02% 233
2018
Q2 		$22K Buy
432
+2
+0.5% +$105 0.02% 235
2018
Q1 		$22K Buy
430
+2
+0.5% +$109 0.02% 240
2017
Q4 		$24K Buy
+428
New +$23.9K 0.02% 236

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marino Stram & Associates's HIG Position: Q4 2018 in Review

Marino Stram & Associates sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 434 shares — an estimated $22K sold.

Marino Stram & Associates first reported a position in HIG in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q4 2017. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

  • Marino Stram & Associates reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 434 Hartford Financial Services shares in Q4 2018, an estimated $22K.
  • Marino Stram & Associates first reported a position in Hartford Financial Services in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Hartford Financial Services position peaked at $24K in Q4 2017.
  • 607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.