Ropes Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-425	Closed	-$21K	–	470
2020 Q4	$21K	Buy	425 +85	+25%	+$3.67K	﹤0.01%	475
2020 Q3	$13K	Buy	340 +40	+13%	+$1.59K	﹤0.01%	490
2020 Q2	$12K	Hold	300	–	–	﹤0.01%	433
2020 Q1	$11K	Buy	+300	New	+$15.6K	﹤0.01%	411
2019 Q2	–	Sell	-13,700	Closed	-$681K	–	566
2019 Q1	$681K	Hold	13,700	–	–	0.18%	111
2018 Q4	$609K	Hold	13,700	–	–	0.18%	116
2018 Q3	$684K	Hold	13,700	–	–	0.17%	121
2018 Q2	$700K	Hold	13,700	–	–	0.19%	115
2018 Q1	$706K	Hold	13,700	–	–	0.19%	115
2017 Q4	$771K	Hold	13,700	–	–	0.2%	110
2017 Q3	$759K	Hold	13,700	–	–	0.21%	101
2017 Q2	$720K	Hold	13,700	–	–	0.2%	105
2017 Q1	$659K	Hold	13,700	–	–	0.19%	108
2016 Q4	$653K	Hold	13,700	–	–	0.2%	97
2016 Q3	$587K	Hold	13,700	–	–	0.2%	99
2016 Q2	$608K	Buy	+13,700	New	+$612K	0.21%	97

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's HIG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Hartford Financial Services (HIG) in Q1 2021, closing a stake of 425 shares — an estimated $21K sold.

Ropes Wealth Advisors first reported a position in HIG in Q2 2016 and held it in 16 quarters. The position peaked at $771K in Q4 2017. 706 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

Ropes Wealth Advisors reported no remaining Hartford Financial Services position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 425 Hartford Financial Services shares in Q1 2021, an estimated $21K.
Ropes Wealth Advisors first reported a position in Hartford Financial Services in Q2 2016 and held it in 16 quarters.
Ropes Wealth Advisors's Hartford Financial Services position peaked at $771K in Q4 2017.
706 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.