MA
HIG icon

Menlo Advisors’s Hartford Financial Services HIG Stock Holding History

Menlo Advisors’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
2013
Q3 		– Sell
-167,150
Closed -$5.17M – 38
2013
Q2 		$5.17M Buy
+167,150
New +$4.82M 4.36% 9

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Menlo Advisors's HIG Position: Q3 2013 in Review

Menlo Advisors sold out of Hartford Financial Services (HIG) in Q3 2013, closing a stake of 167,150 shares — an estimated $5.17M sold.

Menlo Advisors first reported a position in HIG in Q2 2013 and held it in 1 quarter. The position peaked at $5.17M in Q2 2013. 531 funds tracked by Wall St. Rank hold HIG as of Q3 2013.

  • Menlo Advisors reported no remaining Hartford Financial Services position as of Q3 2013 after selling out during the quarter.
  • Menlo Advisors sold 167,150 Hartford Financial Services shares in Q3 2013, an estimated $5.17M.
  • Menlo Advisors first reported a position in Hartford Financial Services in Q2 2013 and held it in 1 quarter.
  • Menlo Advisors's Hartford Financial Services position peaked at $5.17M in Q2 2013.
  • 531 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2013.

Based on Menlo Advisors's 13F filing for Q3 2013, filed 17 Oct 2013.