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NBW Capital’s Hartford Financial Services HIG Stock Holding History

NBW Capital’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
2014
Q1 		– Sell
-6,042
Closed -$219K – 90
2013
Q4 		$219K Sell
6,042
-1,150
-16% -$39.6K 0.04% 98
2013
Q3 		$224K Hold
7,192
– – 0.04% 95
2013
Q2 		$222K Buy
+7,192
New +$207K 0.04% 95

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

NBW Capital's HIG Position: Q1 2014 in Review

NBW Capital sold out of Hartford Financial Services (HIG) in Q1 2014, closing a stake of 6,042 shares — an estimated $219K sold.

NBW Capital first reported a position in HIG in Q2 2013 and held it in 3 quarters. The position peaked at $224K in Q3 2013. 555 funds tracked by Wall St. Rank hold HIG as of Q1 2014.

  • NBW Capital reported no remaining Hartford Financial Services position as of Q1 2014 after selling out during the quarter.
  • NBW Capital sold 6,042 Hartford Financial Services shares in Q1 2014, an estimated $219K.
  • NBW Capital first reported a position in Hartford Financial Services in Q2 2013 and held it in 3 quarters.
  • NBW Capital's Hartford Financial Services position peaked at $224K in Q3 2013.
  • 555 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2014.

Based on NBW Capital's 13F filing for Q1 2014, filed 14 May 2014.