MFW
HIG icon

Mosaic Family Wealth’s Hartford Financial Services HIG Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-107
Closed -$5K – 729
2017
Q1 		$5K Hold
107
– – ﹤0.01% 569
2016
Q4 		$5K Sell
107
-41
-28% -$1.88K ﹤0.01% 552
2016
Q3 		$6K Sell
148
-98
-40% -$4.1K ﹤0.01% 557
2016
Q2 		$11K Hold
246
– – 0.01% 518
2016
Q1 		$11K Hold
246
– – 0.01% 514
2015
Q4 		$10K Buy
+246
New +$11.3K ﹤0.01% 527

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mosaic Family Wealth's HIG Position: Q2 2017 in Review

Mosaic Family Wealth sold out of Hartford Financial Services (HIG) in Q2 2017, closing a stake of 107 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in HIG in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q2 2016. 602 funds tracked by Wall St. Rank hold HIG as of Q2 2017.

  • Mosaic Family Wealth reported no remaining Hartford Financial Services position as of Q2 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 107 Hartford Financial Services shares in Q2 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Hartford Financial Services in Q4 2015 and held it in 6 quarters.
  • Mosaic Family Wealth's Hartford Financial Services position peaked at $11K in Q2 2016.
  • 602 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2017.

Based on Mosaic Family Wealth's 13F filing for Q2 2017, filed 4 Aug 2017.