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Rowland Carmichael Advisors’s Hartford Financial Services HIG Stock Holding History

Rowland Carmichael 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
2017
Q3 		– Sell
-4,160
Closed -$219K – 299
2017
Q2 		$219K Hold
4,160
– – 0.13% 202
2017
Q1 		$200K Buy
+4,160
New +$201K 0.12% 216

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Rowland Carmichael Advisors's HIG Position: Q3 2017 in Review

Rowland Carmichael Advisors sold out of Hartford Financial Services (HIG) in Q3 2017, closing a stake of 4,160 shares — an estimated $219K sold.

Rowland Carmichael Advisors first reported a position in HIG in Q1 2017 and held it in 2 quarters. The position peaked at $219K in Q2 2017. 613 funds tracked by Wall St. Rank hold HIG as of Q3 2017.

  • Rowland Carmichael Advisors reported no remaining Hartford Financial Services position as of Q3 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 4,160 Hartford Financial Services shares in Q3 2017, an estimated $219K.
  • Rowland Carmichael Advisors first reported a position in Hartford Financial Services in Q1 2017 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Hartford Financial Services position peaked at $219K in Q2 2017.
  • 613 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2017, filed 10 Feb 2020.