New York Life Trust’s Hartford Financial Services HIG Stock Holding History

New York Life Trust’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 Q1	$3K	Sell	64 -1,009	-94%	-$48.8K	0.15%	153
2016 Q4	$51K	Buy	+1,073	New	+$49.2K	0.24%	128
2016 Q3	–	Sell	-200	Closed	-$9K	–	246
2016 Q2	$9K	Sell	200 -1,563	-89%	-$69.8K	0.04%	206
2016 Q1	$81K	Sell	1,763 -1,076	-38%	-$45.2K	0.35%	98
2015 Q4	$123K	Buy	2,839 +43	+2%	+$1.97K	0.53%	60
2015 Q3	$128K	Buy	2,796 +2,732	+4,269%	+$126K	0.57%	54
2015 Q2	$3K	Buy	+64	New	+$2.67K	0.01%	199

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

New York Life Trust's HIG Position: Q1 2017 in Review

New York Life Trust reduced its Hartford Financial Services (HIG) stake by 94% in Q1 2017, selling an estimated $48.8K and leaving 64 shares worth $3K. The position accounts for 0.15% of the portfolio, ranked #153.

New York Life Trust first reported a position in HIG in Q2 2015 and has held it in 7 quarters since. The position peaked at $128K in Q3 2015. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

New York Life Trust held 64 shares of Hartford Financial Services worth $3K as of Q1 2017.
New York Life Trust sold 1,009 Hartford Financial Services shares in Q1 2017, an estimated $48.8K.
Hartford Financial Services made up 0.15% of New York Life Trust's portfolio in Q1 2017, its #153 holding.
New York Life Trust first reported a position in Hartford Financial Services in Q2 2015 and has held it in 7 quarters since.
New York Life Trust's Hartford Financial Services position peaked at $128K in Q3 2015.
610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.