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Seven Bridges Advisors’s Hartford Financial Services HIG Stock Holding History

Seven Bridges 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
2018
Q1 		– Sell
-44,071
Closed -$2.48M – 41
2017
Q4 		$2.48M Hold
44,071
– – 2.01% 6
2017
Q3 		$2.44M Sell
44,071
-4,850
-10% -$264K 2.05% 7
2017
Q2 		$2.57M Buy
48,921
+7,249
+17% +$359K 2.3% 6
2017
Q1 		$2M Buy
41,672
+8,897
+27% +$431K 1.91% 9
2016
Q4 		$1.56M Sell
32,775
-14,007
-30% -$642K 1.59% 14
2016
Q3 		$2M Buy
46,782
+5,836
+14% +$244K 1.78% 12
2016
Q2 		$1.82M Sell
40,946
-1,188
-3% -$53K 1.56% 13
2016
Q1 		$1.94M Sell
42,134
-4,965
-11% -$209K 1.54% 12
2015
Q4 		$2.05M Buy
+47,099
New +$2.16M 2.05% 9

Other funds holding HIG

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

Seven Bridges Advisors's HIG Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Hartford Financial Services (HIG) in Q1 2018, closing a stake of 44,071 shares — an estimated $2.48M sold.

Seven Bridges Advisors first reported a position in HIG in Q4 2015 and held it in 9 quarters. The position peaked at $2.57M in Q2 2017. 642 funds tracked by Wall St. Rank hold HIG as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Hartford Financial Services position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 44,071 Hartford Financial Services shares in Q1 2018, an estimated $2.48M.
  • Seven Bridges Advisors first reported a position in Hartford Financial Services in Q4 2015 and held it in 9 quarters.
  • Seven Bridges Advisors's Hartford Financial Services position peaked at $2.57M in Q2 2017.
  • 642 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.