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OTA Financial Group’s Hartford Financial Services HIG Stock Holding History

OTA Financial Group’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
2013
Q4 		– Sell
-23,950
Closed -$745 – 124
2013
Q3 		$745 Buy
+23,950
New +$748K 0.42% 35

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OTA Financial Group's HIG Position: Q4 2013 in Review

OTA Financial Group sold out of Hartford Financial Services (HIG) in Q4 2013, closing a stake of 23,950 shares — an estimated $745 sold.

OTA Financial Group first reported a position in HIG in Q3 2013 and held it in 1 quarter. The position peaked at $745 in Q3 2013. 566 funds tracked by Wall St. Rank hold HIG as of Q4 2013.

  • OTA Financial Group reported no remaining Hartford Financial Services position as of Q4 2013 after selling out during the quarter.
  • OTA Financial Group sold 23,950 Hartford Financial Services shares in Q4 2013, an estimated $745.
  • OTA Financial Group first reported a position in Hartford Financial Services in Q3 2013 and held it in 1 quarter.
  • OTA Financial Group's Hartford Financial Services position peaked at $745 in Q3 2013.
  • 566 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2013.

Based on OTA Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.