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Rockefeller Financial Services’s Hartford Financial Services HIG Stock Holding History

Rockefeller Financial Services’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
Q4 		$35K Hold
624
– – ﹤0.01% 438
2017
Q3 		$35K Buy
+624
New +$33.9K ﹤0.01% 439
2014
Q3 		– Sell
-547
Closed -$20K – 529
2014
Q2 		$20K Buy
+547
New +$19.3K ﹤0.01% 469

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Rockefeller Financial Services's HIG Position: Q4 2017 in Review

Rockefeller Financial Services held its Hartford Financial Services (HIG) position steady in Q4 2017 at 624 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Rockefeller Financial Services first reported a position in HIG in Q2 2014 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold HIG as of Q4 2017.

  • Rockefeller Financial Services held 624 shares of Hartford Financial Services worth $35K as of Q4 2017.
  • Rockefeller Financial Services left its Hartford Financial Services share count unchanged in Q4 2017.
  • Hartford Financial Services made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #438 holding.
  • Rockefeller Financial Services first reported a position in Hartford Financial Services in Q2 2014 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.