Psagot Value Holdings’s Hartford Financial Services HIG Stock Holding History

Psagot Value Holdings’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
2017 Q2	–	Sell	-308	Closed	-$15K	–	327
2017 Q1	$15K	Hold	308	–	–	﹤0.01%	300
2016 Q4	$15K	Hold	308	–	–	﹤0.01%	300
2016 Q3	$13K	Hold	308	–	–	﹤0.01%	303
2016 Q2	$14K	Hold	308	–	–	﹤0.01%	286
2016 Q1	$14K	Sell	308 -576	-65%	-$24.2K	﹤0.01%	327
2015 Q4	$38K	Sell	884 -351	-28%	-$16.1K	﹤0.01%	311
2015 Q3	$57K	Sell	1,235 -4,284	-78%	-$198K	﹤0.01%	302
2015 Q2	$229K	Sell	5,519 -30	-0.5%	-$1.25K	0.01%	239
2015 Q1	$232K	Buy	5,549 +576	+12%	+$23.6K	0.01%	222
2014 Q4	$207K	Buy	4,973 +4,635	+1,371%	+$183K	0.01%	220
2014 Q3	$13K	Hold	338	–	–	﹤0.01%	375
2014 Q2	$12K	Hold	338	–	–	﹤0.01%	380
2014 Q1	$12K	Hold	338	–	–	﹤0.01%	450
2013 Q4	$12K	Sell	338 -145	-30%	-$4.99K	﹤0.01%	407
2013 Q3	$15K	Hold	483	–	–	﹤0.01%	399
2013 Q2	$15K	Buy	+483	New	+$13.9K	﹤0.01%	275

Other funds holding HIG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Psagot Value Holdings's HIG Position: Q2 2017 in Review

Psagot Value Holdings sold out of Hartford Financial Services (HIG) in Q2 2017, closing a stake of 308 shares — an estimated $15K sold.

Psagot Value Holdings first reported a position in HIG in Q2 2013 and held it in 16 quarters. The position peaked at $232K in Q1 2015. 602 funds tracked by Wall St. Rank hold HIG as of Q2 2017.

Psagot Value Holdings reported no remaining Hartford Financial Services position as of Q2 2017 after selling out during the quarter.
Psagot Value Holdings sold 308 Hartford Financial Services shares in Q2 2017, an estimated $15K.
Psagot Value Holdings first reported a position in Hartford Financial Services in Q2 2013 and held it in 16 quarters.
Psagot Value Holdings's Hartford Financial Services position peaked at $232K in Q1 2015.
602 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2017.

Based on Psagot Value Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.