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Partnervest Advisory Services’s Hartford Financial Services HIG Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-3,424
Closed -$123K – 423
2014
Q2 		$123K Hold
3,424
– – 0.06% 217
2014
Q1 		$121K Hold
3,424
– – 0.05% 215
2013
Q4 		$124K Buy
3,424
+2,924
+585% +$101K 0.06% 196
2013
Q3 		$16K Hold
500
– – 0.01% 519
2013
Q2 		$15K Buy
+500
New +$14.4K 0.01% 496

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
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
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Partnervest Advisory Services's HIG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Hartford Financial Services (HIG) in Q3 2014, closing a stake of 3,424 shares — an estimated $123K sold.

Partnervest Advisory Services first reported a position in HIG in Q2 2013 and held it in 5 quarters. The position peaked at $124K in Q4 2013. 565 funds tracked by Wall St. Rank hold HIG as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Hartford Financial Services position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 3,424 Hartford Financial Services shares in Q3 2014, an estimated $123K.
  • Partnervest Advisory Services first reported a position in Hartford Financial Services in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Hartford Financial Services position peaked at $124K in Q4 2013.
  • 565 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.