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Newfound Research’s Hartford Financial Services HIG Stock Holding History

Newfound Research’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
2018
Q1 		– Sell
-32
Closed -$2K – 202
2017
Q4 		$2K Sell
32
-1
-3% -$56 ﹤0.01% 109
2017
Q3 		$2K Sell
33
-1
-3% -$54 ﹤0.01% 102
2017
Q2 		$2K Sell
34
-2
-6% -$99 ﹤0.01% 106
2017
Q1 		$2K Sell
36
-2
-5% -$97 ﹤0.01% 105
2016
Q4 		$2K Sell
38
-1
-3% -$46 ﹤0.01% 86
2016
Q3 		$2K Hold
39
– – ﹤0.01% 92
2016
Q2 		$2K Buy
+39
New +$1.74K ﹤0.01% 86

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Newfound Research's HIG Position: Q1 2018 in Review

Newfound Research sold out of Hartford Financial Services (HIG) in Q1 2018, closing a stake of 32 shares — an estimated $2K sold.

Newfound Research first reported a position in HIG in Q2 2016 and held it in 7 quarters. The position peaked at $2K in Q4 2017. 642 funds tracked by Wall St. Rank hold HIG as of Q1 2018.

  • Newfound Research reported no remaining Hartford Financial Services position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 32 Hartford Financial Services shares in Q1 2018, an estimated $2K.
  • Newfound Research first reported a position in Hartford Financial Services in Q2 2016 and held it in 7 quarters.
  • Newfound Research's Hartford Financial Services position peaked at $2K in Q4 2017.
  • 642 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.