Stonehage Fleming Financial Services’s Hartford Financial Services HIG Stock Holding History

Stonehage Fleming Financial Services’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
2016 Q3	–	Sell	-4,600	Closed	-$204K	–	335
2016 Q2	$204K	Buy	4,600 +2,300	+100%	+$103K	0.01%	192
2016 Q1	$106K	Hold	2,300	–	–	0.01%	250
2015 Q4	$100K	Hold	2,300	–	–	0.01%	102
2015 Q3	$105K	Hold	2,300	–	–	0.01%	106
2015 Q2	$96K	Hold	2,300	–	–	0.01%	114
2015 Q1	$96K	Hold	2,300	–	–	0.01%	121
2014 Q4	$96K	Buy	+2,300	New	+$91K	0.01%	128

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stonehage Fleming Financial Services's HIG Position: Q3 2016 in Review

Stonehage Fleming Financial Services sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 4,600 shares — an estimated $204K sold.

Stonehage Fleming Financial Services first reported a position in HIG in Q4 2014 and held it in 7 quarters. The position peaked at $204K in Q2 2016. 583 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

Stonehage Fleming Financial Services reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
Stonehage Fleming Financial Services sold 4,600 Hartford Financial Services shares in Q3 2016, an estimated $204K.
Stonehage Fleming Financial Services first reported a position in Hartford Financial Services in Q4 2014 and held it in 7 quarters.
Stonehage Fleming Financial Services's Hartford Financial Services position peaked at $204K in Q2 2016.
583 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2016, filed 11 Oct 2019.