PS
HIG icon

Portfolio Strategies’s Hartford Financial Services HIG Stock Holding History

Portfolio Strategies’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
2018
Q2 		– Sell
-460
Closed -$24K – 250
2018
Q1 		$24K Hold
460
– – 0.02% 109
2017
Q4 		$26K Buy
+460
New +$25.7K 0.02% 110

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Portfolio Strategies's HIG Position: Q2 2018 in Review

Portfolio Strategies sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 460 shares — an estimated $24K sold.

Portfolio Strategies first reported a position in HIG in Q4 2017 and held it in 2 quarters. The position peaked at $26K in Q4 2017. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

  • Portfolio Strategies reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
  • Portfolio Strategies sold 460 Hartford Financial Services shares in Q2 2018, an estimated $24K.
  • Portfolio Strategies first reported a position in Hartford Financial Services in Q4 2017 and held it in 2 quarters.
  • Portfolio Strategies's Hartford Financial Services position peaked at $26K in Q4 2017.
  • 629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Portfolio Strategies's 13F filing for Q2 2018, filed 25 Sep 2018.