Polaris Wealth Advisory Group’s Hartford Financial Services HIG Stock Holding History

Polaris Wealth Advisory 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
2015 Q4	–	Sell	-13,364	Closed	-$612K	–	143
2015 Q3	$612K	Buy	13,364 +164	+1%	+$7.57K	0.13%	51
2015 Q2	$549K	Buy	13,200 +365	+3%	+$15.2K	0.11%	54
2015 Q1	$537K	Buy	12,835 +215	+2%	+$8.81K	0.1%	62
2014 Q4	$526K	Buy	+12,620	New	+$499K	0.11%	61
2014 Q2	–	Sell	-67,902	Closed	-$2.4M	–	102
2014 Q1	$2.4M	Buy	67,902 +10,979	+19%	+$382K	0.56%	30
2013 Q4	$2.06M	Buy	56,923 +10,844	+24%	+$373K	0.51%	24
2013 Q3	$1.43M	Buy	46,079 +17,880	+63%	+$558K	0.45%	26
2013 Q2	$872K	Buy	+28,199	New	+$813K	0.35%	19

Other funds holding HIG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Polaris Wealth Advisory Group's HIG Position: Q4 2015 in Review

Polaris Wealth Advisory Group sold out of Hartford Financial Services (HIG) in Q4 2015, closing a stake of 13,364 shares — an estimated $612K sold.

Polaris Wealth Advisory Group first reported a position in HIG in Q2 2013 and held it in 8 quarters. The position peaked at $2.4M in Q1 2014. 633 funds tracked by Wall St. Rank hold HIG as of Q4 2015.

Polaris Wealth Advisory Group reported no remaining Hartford Financial Services position as of Q4 2015 after selling out during the quarter.
Polaris Wealth Advisory Group sold 13,364 Hartford Financial Services shares in Q4 2015, an estimated $612K.
Polaris Wealth Advisory Group first reported a position in Hartford Financial Services in Q2 2013 and held it in 8 quarters.
Polaris Wealth Advisory Group's Hartford Financial Services position peaked at $2.4M in Q1 2014.
633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2015, filed 12 Feb 2016.