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Shamrock Asset Management’s Hartford Financial Services HIG Stock Holding History

Shamrock Asset Management’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
-71
Closed -$4K – 293
2017
Q4 		$4K Hold
71
– – ﹤0.01% 255
2017
Q3 		$4K Hold
71
– – ﹤0.01% 253
2017
Q2 		$4K Hold
71
– – ﹤0.01% 263
2017
Q1 		$3K Buy
+71
New +$3.44K ﹤0.01% 257

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

Shamrock Asset Management's HIG Position: Q1 2018 in Review

Shamrock Asset Management sold out of Hartford Financial Services (HIG) in Q1 2018, closing a stake of 71 shares — an estimated $4K sold.

Shamrock Asset Management first reported a position in HIG in Q1 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 642 funds tracked by Wall St. Rank hold HIG as of Q1 2018.

  • Shamrock Asset Management reported no remaining Hartford Financial Services position as of Q1 2018 after selling out during the quarter.
  • Shamrock Asset Management sold 71 Hartford Financial Services shares in Q1 2018, an estimated $4K.
  • Shamrock Asset Management first reported a position in Hartford Financial Services in Q1 2017 and held it in 4 quarters.
  • Shamrock Asset Management's Hartford Financial Services position peaked at $4K in Q4 2017.
  • 642 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2018.

Based on Shamrock Asset Management's 13F filing for Q1 2018, filed 29 May 2018.