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MSI Financial Services’s Hartford Financial Services HIG Stock Holding History

MSI Financial Services’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
Q4 		$147K Sell
3,072
-409
-12% -$18.8K ﹤0.01% 1251
2016
Q3 		$149K Sell
3,481
-1,147
-25% -$48K 0.01% 1204
2016
Q2 		$205K Sell
4,628
-41
-0.9% -$1.83K 0.01% 1016
2016
Q1 		$215K Buy
4,669
+492
+12% +$20.7K 0.01% 946
2015
Q4 		$182K Buy
4,177
+1,123
+37% +$51.5K 0.01% 984
2015
Q3 		$140K Buy
3,054
+114
+4% +$5.26K 0.01% 780
2015
Q2 		$122K Sell
2,940
-288
-9% -$12K 0.01% 914
2015
Q1 		$135K Buy
3,228
+363
+13% +$14.9K 0.01% 882
2014
Q4 		$119K Buy
2,865
+79
+3% +$3.13K 0.01% 742
2014
Q3 		$104K Sell
2,786
-616
-18% -$22.3K 0.01% 810
2014
Q2 		$122K Buy
3,402
+64
+2% +$2.25K 0.02% 734
2014
Q1 		$118K Buy
3,338
+503
+18% +$17.5K 0.02% 704
2013
Q4 		$103K Buy
+2,835
New +$97.6K 0.02% 736
2013
Q3 		– Sell
-1,117
Closed -$35K – 2293
2013
Q2 		$35K Buy
+1,117
New +$32.2K 0.01% 1022

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

MSI Financial Services's HIG Position: Q4 2016 in Review

MSI Financial Services reduced its Hartford Financial Services (HIG) stake by 12% in Q4 2016, selling an estimated $18.8K and leaving 3,072 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

MSI Financial Services first reported a position in HIG in Q2 2013 and has held it in 14 quarters since. The position peaked at $215K in Q1 2016. 604 funds tracked by Wall St. Rank hold HIG as of Q4 2016.

  • MSI Financial Services held 3,072 shares of Hartford Financial Services worth $147K as of Q4 2016.
  • MSI Financial Services sold 409 Hartford Financial Services shares in Q4 2016, an estimated $18.8K.
  • Hartford Financial Services made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1251 holding.
  • MSI Financial Services first reported a position in Hartford Financial Services in Q2 2013 and has held it in 14 quarters since.
  • MSI Financial Services's Hartford Financial Services position peaked at $215K in Q1 2016.
  • 604 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.