MinichMacGregor Wealth Management’s Hartford Financial Services HIG Stock Holding History

MinichMacGregor Wealth Management’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	-135	Closed	-$6K	–	258
2018 Q3	$6K	Sell	135 -97	-42%	-$4.99K	﹤0.01%	371
2018 Q2	$11K	Buy	232 +3	+1%	+$157	0.01%	292
2018 Q1	$11K	Buy	229 +5	+2%	+$274	0.01%	293
2017 Q4	$12K	Hold	224	–	–	0.01%	277
2017 Q3	$12K	Buy	224 +2	+0.9%	+$109	0.01%	253
2017 Q2	$11K	Sell	222 -8	-3%	-$396	0.01%	256
2017 Q1	$11K	Sell	230 -3	-1%	-$145	0.01%	258
2016 Q4	$11K	Hold	233	–	–	0.01%	249
2016 Q3	$9K	Hold	233	–	–	0.01%	279
2016 Q2	$10K	Sell	233 -3	-1%	-$134	0.01%	256
2016 Q1	$10K	Sell	236 -32	-12%	-$1.34K	0.01%	253
2015 Q4	$11K	Buy	+268	New	+$12.3K	0.01%	221

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

MinichMacGregor Wealth Management's HIG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 135 shares — an estimated $6K sold.

MinichMacGregor Wealth Management first reported a position in HIG in Q4 2015 and held it in 12 quarters. The position peaked at $12K in Q4 2017. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 135 Hartford Financial Services shares in Q4 2018, an estimated $6K.
MinichMacGregor Wealth Management first reported a position in Hartford Financial Services in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Hartford Financial Services position peaked at $12K in Q4 2017.
607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.