RFA
HIG.WS

Reilly Financial Advisors’s Hartford Financial Services Grp HIG.WS Stock Holding History

Reilly Financial Advisors’s Portfolio HIG.WS Stock Details HIG.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$7K – 1389
2014
Q4 		$7K Hold
200
– – ﹤0.01% 581
2014
Q3 		$6K Hold
200
– – ﹤0.01% 618
2014
Q2 		$6K Buy
+200
New +$5.32K ﹤0.01% 655

Other funds holding HIG.WS

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Reilly Financial Advisors's HIG.WS Position: Q1 2015 in Review

Reilly Financial Advisors sold out of Hartford Financial Services Grp (HIG.WS) in Q1 2015, closing a stake of 200 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in HIG.WS in Q2 2014 and held it in 3 quarters. The position peaked at $7K in Q4 2014. 13 funds tracked by Wall St. Rank hold HIG.WS as of Q1 2015.

  • Reilly Financial Advisors reported no remaining Hartford Financial Services Grp position as of Q1 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 Hartford Financial Services Grp shares in Q1 2015, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Hartford Financial Services Grp in Q2 2014 and held it in 3 quarters.
  • Reilly Financial Advisors's Hartford Financial Services Grp position peaked at $7K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held Hartford Financial Services Grp as of Q1 2015.

Based on Reilly Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.