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Omnia Family Wealth’s Hartford Financial Services HIG Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-1,200
Closed -$60K – 283
2019
Q1 		$60K Hold
1,200
– – 0.03% 146
2018
Q4 		$54K Hold
1,200
– – 0.03% 146
2018
Q3 		$60K Hold
1,200
– – 0.03% 147
2018
Q2 		$62K Hold
1,200
– – 0.03% 141
2018
Q1 		$62K Hold
1,200
– – 0.03% 138
2017
Q4 		$68K Hold
1,200
– – 0.03% 134
2017
Q3 		$67K Hold
1,200
– – 0.03% 134
2017
Q2 		$63K Hold
1,200
– – 0.03% 140
2017
Q1 		$58K Hold
1,200
– – 0.03% 147
2016
Q4 		$57K Buy
+1,200
New +$55K 0.03% 155

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's HIG Position: Q2 2019 in Review

Omnia Family Wealth sold out of Hartford Financial Services (HIG) in Q2 2019, closing a stake of 1,200 shares — an estimated $60K sold.

Omnia Family Wealth first reported a position in HIG in Q4 2016 and held it in 10 quarters. The position peaked at $68K in Q4 2017. 646 funds tracked by Wall St. Rank hold HIG as of Q2 2019.

  • Omnia Family Wealth reported no remaining Hartford Financial Services position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 1,200 Hartford Financial Services shares in Q2 2019, an estimated $60K.
  • Omnia Family Wealth first reported a position in Hartford Financial Services in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Hartford Financial Services position peaked at $68K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.