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Nelson Capital Management’s Hartford Financial Services HIG Stock Holding History

Nelson Capital Management’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
2019
Q4 		– Sell
-150
Closed -$9K – 183
2019
Q3 		$9K Hold
150
– – ﹤0.01% 250
2019
Q2 		$8K Buy
+150
New +$7.92K ﹤0.01% 235
2018
Q1 		– Sell
-28
Closed -$2K – 283
2017
Q4 		$2K Buy
+28
New +$1.56K ﹤0.01% 305

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nelson Capital Management's HIG Position: Q4 2019 in Review

Nelson Capital Management sold out of Hartford Financial Services (HIG) in Q4 2019, closing a stake of 150 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in HIG in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q3 2019. 697 funds tracked by Wall St. Rank hold HIG as of Q4 2019.

  • Nelson Capital Management reported no remaining Hartford Financial Services position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 150 Hartford Financial Services shares in Q4 2019, an estimated $9K.
  • Nelson Capital Management first reported a position in Hartford Financial Services in Q4 2017 and held it in 3 quarters.
  • Nelson Capital Management's Hartford Financial Services position peaked at $9K in Q3 2019.
  • 697 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.