Moody Lynn & Lieberson’s Hartford Financial Services HIG Stock Holding History

Moody Lynn & Lieberson’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
2016 Q3	–	Sell	-10,749	Closed	-$477K	–	174
2016 Q2	$477K	Buy	10,749 +121	+1%	+$5.4K	0.09%	104
2016 Q1	$490K	Sell	10,628 -315	-3%	-$13.2K	0.08%	109
2015 Q4	$476K	Buy	10,943 +194	+2%	+$8.89K	0.07%	123
2015 Q3	$492K	Buy	10,749 +1,751	+19%	+$80.9K	0.09%	107
2015 Q2	$374K	Buy	8,998 +294	+3%	+$12.3K	0.06%	135
2015 Q1	$364K	Buy	8,704 +127	+1%	+$5.21K	0.06%	131
2014 Q4	$358K	Sell	8,577 -673	-7%	-$26.6K	0.05%	141
2014 Q3	$345K	Buy	9,250 +300	+3%	+$10.9K	0.05%	136
2014 Q2	$320K	Buy	+8,950	New	+$315K	0.04%	148

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Moody Lynn & Lieberson's HIG Position: Q3 2016 in Review

Moody Lynn & Lieberson sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 10,749 shares — an estimated $477K sold.

Moody Lynn & Lieberson first reported a position in HIG in Q2 2014 and held it in 9 quarters. The position peaked at $492K in Q3 2015. 581 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

Moody Lynn & Lieberson reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
Moody Lynn & Lieberson sold 10,749 Hartford Financial Services shares in Q3 2016, an estimated $477K.
Moody Lynn & Lieberson first reported a position in Hartford Financial Services in Q2 2014 and held it in 9 quarters.
Moody Lynn & Lieberson's Hartford Financial Services position peaked at $492K in Q3 2015.
581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2016, filed 25 Oct 2016.