Sage Financial Group’s Hartford Financial Services HIG Stock Holding History

Sage Financial Group’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
2019 Q1	–	Sell	-1,500	Closed	-$67K	–	78
2018 Q4	$67K	Hold	1,500	–	–	0.01%	53
2018 Q3	$75K	Hold	1,500	–	–	0.01%	35
2018 Q2	$77K	Hold	1,500	–	–	0.02%	34
2018 Q1	$77K	Hold	1,500	–	–	0.02%	32
2017 Q4	$84K	Hold	1,500	–	–	0.02%	37
2017 Q3	$83K	Hold	1,500	–	–	0.02%	33
2017 Q2	$79K	Hold	1,500	–	–	0.02%	33
2017 Q1	$72K	Hold	1,500	–	–	0.02%	32
2016 Q4	$71K	Hold	1,500	–	–	0.02%	34
2016 Q3	$64K	Hold	1,500	–	–	0.02%	31
2016 Q2	$67K	Hold	1,500	–	–	0.02%	27
2016 Q1	$69K	Hold	1,500	–	–	0.02%	27
2015 Q4	$65K	Hold	1,500	–	–	0.02%	45
2015 Q3	$69K	Hold	1,500	–	–	0.02%	27
2015 Q2	$62K	Hold	1,500	–	–	0.03%	26
2015 Q1	$63K	Hold	1,500	–	–	0.03%	23
2014 Q4	$63K	Hold	1,500	–	–	0.02%	28
2014 Q3	$56K	Hold	1,500	–	–	0.03%	20
2014 Q2	$54K	Hold	1,500	–	–	0.03%	23
2014 Q1	$53K	Buy	+1,500	New	+$52.2K	0.03%	23

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Financial Group's HIG Position: Q1 2019 in Review

Sage Financial Group sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 1,500 shares — an estimated $67K sold.

Sage Financial Group first reported a position in HIG in Q1 2014 and held it in 20 quarters. The position peaked at $84K in Q4 2017. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

Sage Financial Group reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
Sage Financial Group sold 1,500 Hartford Financial Services shares in Q1 2019, an estimated $67K.
Sage Financial Group first reported a position in Hartford Financial Services in Q1 2014 and held it in 20 quarters.
Sage Financial Group's Hartford Financial Services position peaked at $84K in Q4 2017.
633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Sage Financial Group's 13F filing for Q1 2019, filed 25 Apr 2019.