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Montecito Bank & Trust’s Hartford Financial Services HIG Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-1,350
Closed -$64K – 271
2016
Q4 		$64K Buy
+1,350
New +$61.9K 0.02% 269

Other funds holding HIG

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Montecito Bank & Trust's HIG Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 1,350 shares — an estimated $64K sold.

Montecito Bank & Trust first reported a position in HIG in Q4 2016 and held it in 1 quarter. The position peaked at $64K in Q4 2016. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,350 Hartford Financial Services shares in Q1 2017, an estimated $64K.
  • Montecito Bank & Trust first reported a position in Hartford Financial Services in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Hartford Financial Services position peaked at $64K in Q4 2016.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.