Stevens First Principles Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Stevens First Principles Investment 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
2015 Q1	–	Sell	-450	Closed	-$19K	–	216
2014 Q4	$19K	Hold	450	–	–	0.01%	160
2014 Q3	$17K	Sell	450 -2,350	-84%	-$85K	0.01%	182
2014 Q2	$100K	Sell	2,800 -200	-7%	-$7.04K	0.06%	115
2014 Q1	$106K	Sell	3,000 -200	-6%	-$6.96K	0.07%	101
2013 Q4	$116K	Buy	+3,200	New	+$110K	0.07%	108
2013 Q3	–	Sell	-3,100	Closed	-$96K	–	222
2013 Q2	$96K	Buy	+3,100	New	+$89.4K	0.07%	102

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

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

Stevens First Principles Investment Advisors's HIG Position: Q1 2015 in Review

Stevens First Principles Investment Advisors sold out of Hartford Financial Services (HIG) in Q1 2015, closing a stake of 450 shares — an estimated $19K sold.

Stevens First Principles Investment Advisors first reported a position in HIG in Q2 2013 and held it in 6 quarters. The position peaked at $116K in Q4 2013. 575 funds tracked by Wall St. Rank hold HIG as of Q1 2015.

Stevens First Principles Investment Advisors reported no remaining Hartford Financial Services position as of Q1 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 450 Hartford Financial Services shares in Q1 2015, an estimated $19K.
Stevens First Principles Investment Advisors first reported a position in Hartford Financial Services in Q2 2013 and held it in 6 quarters.
Stevens First Principles Investment Advisors's Hartford Financial Services position peaked at $116K in Q4 2013.
575 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2015, filed 7 May 2015.