Regal Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Regal Investment Advisors’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	-300	Closed	-$13K	–	528
2015 Q3	$13K	Buy	+300	New	+$13.9K	﹤0.01%	635
2015 Q1	–	Sell	-300	Closed	-$13K	–	996
2014 Q4	$13K	Hold	300	–	–	﹤0.01%	607
2014 Q3	$11K	Hold	300	–	–	﹤0.01%	671
2014 Q2	$11K	Hold	300	–	–	﹤0.01%	655
2014 Q1	$11K	Hold	300	–	–	﹤0.01%	623
2013 Q4	$11K	Hold	300	–	–	0.01%	576
2013 Q3	$9K	Hold	300	–	–	0.01%	613
2013 Q2	$9K	Buy	+300	New	+$8.65K	0.01%	607

Other funds holding HIG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 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

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

Regal Investment Advisors's HIG Position: Q4 2015 in Review

Regal Investment Advisors sold out of Hartford Financial Services (HIG) in Q4 2015, closing a stake of 300 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in HIG in Q2 2013 and held it in 8 quarters. The position peaked at $13K in Q3 2015. 632 funds tracked by Wall St. Rank hold HIG as of Q4 2015.

Regal Investment Advisors reported no remaining Hartford Financial Services position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 300 Hartford Financial Services shares in Q4 2015, an estimated $13K.
Regal Investment Advisors first reported a position in Hartford Financial Services in Q2 2013 and held it in 8 quarters.
Regal Investment Advisors's Hartford Financial Services position peaked at $13K in Q3 2015.
632 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.