Pinnacle Summer Investments’s Hartford Financial Services HIG Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$124K	Buy	2,844 +1,422	+100%	+$65.2K	0.02%	246
2015 Q3	$64K	Hold	1,422	–	–	0.01%	446
2015 Q2	$59K	Hold	1,422	–	–	0.01%	298
2015 Q1	$60K	Hold	1,422	–	–	0.01%	483
2014 Q4	$56K	Hold	1,422	–	–	0.01%	503
2014 Q3	$53K	Hold	1,422	–	–	0.01%	518
2014 Q2	$50K	Hold	1,422	–	–	0.01%	503
2014 Q1	$51K	Hold	1,422	–	–	0.01%	466
2013 Q4	$52K	Buy	1,422 +142	+11%	+$4.89K	0.01%	463
2013 Q3	$40K	Hold	1,280	–	–	0.01%	463
2013 Q2	$40K	Buy	+1,280	New	+$36.9K	0.01%	414

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Pinnacle Summer Investments's HIG Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Hartford Financial Services (HIG) stake by 100% in Q4 2015, buying an estimated $65.2K and bringing the position to 2,844 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #246.

Pinnacle Summer Investments first reported a position in HIG in Q2 2013 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold HIG as of Q4 2015.

Pinnacle Summer Investments held 2,844 shares of Hartford Financial Services worth $124K as of Q4 2015.
Pinnacle Summer Investments bought 1,422 Hartford Financial Services shares in Q4 2015, an estimated $65.2K.
Hartford Financial Services made up 0.02% of Pinnacle Summer Investments's portfolio in Q4 2015, its #246 holding.
Pinnacle Summer Investments first reported a position in Hartford Financial Services in Q2 2013 and has held it in 11 quarters since.
633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.