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Old Mutual Customised Solutions’s Hartford Financial Services HIG Stock Holding History

Old Mutual Customised Solutions’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
Q2 		$1.25M Sell
24,500
-1,800
-7% -$94.3K 0.12% 209
2018
Q1 		$1.35M Hold
26,300
– – 0.14% 191
2017
Q4 		$1.48M Buy
26,300
+7,100
+37% +$396K 0.15% 171
2017
Q3 		$1.06M Hold
19,200
– – 0.14% 168
2017
Q2 		$1.01M Buy
19,200
+1,700
+10% +$84.2K 0.15% 168
2017
Q1 		$841K Buy
17,500
+1,300
+8% +$62.9K 0.13% 199
2016
Q4 		$772K Buy
16,200
+3,200
+25% +$147K 0.14% 187
2016
Q3 		$557K Sell
13,000
-500
-4% -$20.9K 0.16% 152
2016
Q2 		$599K Hold
13,500
– – 0.15% 168
2016
Q1 		$622K Sell
13,500
-4,700
-26% -$198K 0.16% 158
2015
Q4 		$791K Hold
18,200
– – 0.2% 115
2015
Q3 		$833K Hold
18,200
– – 0.22% 106
2015
Q2 		$757K Hold
18,200
– – 0.18% 136
2015
Q1 		$761K Buy
18,200
+4,800
+36% +$197K 0.18% 139
2014
Q4 		$559K Buy
13,400
+600
+5% +$23.7K 0.16% 156
2014
Q3 		$477K Sell
12,800
-2,100
-14% -$76K 0.13% 168
2014
Q2 		$534K Hold
14,900
– – 0.13% 180
2014
Q1 		$526K Sell
14,900
-13,200
-47% -$459K 0.13% 164
2013
Q4 		$1.02M Buy
28,100
+1,100
+4% +$37.9K 0.27% 78
2013
Q3 		$840K Hold
27,000
– – 0.24% 88
2013
Q2 		$835K Buy
+27,000
New +$779K 0.24% 73

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Old Mutual Customised Solutions's HIG Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Hartford Financial Services (HIG) stake by 6.8% in Q2 2018, selling an estimated $94.3K and leaving 24,500 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #209.

Old Mutual Customised Solutions first reported a position in HIG in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.48M in Q4 2017. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

  • Old Mutual Customised Solutions held 24,500 shares of Hartford Financial Services worth $1.25M as of Q2 2018.
  • Old Mutual Customised Solutions sold 1,800 Hartford Financial Services shares in Q2 2018, an estimated $94.3K.
  • Hartford Financial Services made up 0.12% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #209 holding.
  • Old Mutual Customised Solutions first reported a position in Hartford Financial Services in Q2 2013 and has held it in 21 quarters since.
  • Old Mutual Customised Solutions's Hartford Financial Services position peaked at $1.48M in Q4 2017.
  • 629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.