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

Symphony 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
2017
Q1 		– Sell
-35,989
Closed -$1.72M – 405
2016
Q4 		$1.72M Sell
35,989
-44,226
-55% -$2.03M 0.18% 135
2016
Q3 		$3.44M Buy
80,215
+12,020
+18% +$503K 0.35% 65
2016
Q2 		$3.03M Sell
68,195
-19,433
-22% -$868K 0.33% 88
2016
Q1 		$4.04M Sell
87,628
-353
-0.4% -$14.8K 0.44% 56
2015
Q4 		$3.82M Buy
87,981
+13,821
+19% +$634K 0.42% 57
2015
Q3 		$3.4M Sell
74,160
-2,411
-3% -$111K 0.41% 62
2015
Q2 		$3.18M Buy
76,571
+5,086
+7% +$212K 0.4% 72
2015
Q1 		$2.99M Sell
71,485
-431
-0.6% -$17.7K 0.35% 74
2014
Q4 		$3M Sell
71,916
-17,558
-20% -$695K 0.37% 66
2014
Q3 		$3.33M Buy
89,474
+3,100
+4% +$112K 0.34% 60
2014
Q2 		$3.09M Sell
86,374
-17,141
-17% -$603K 0.32% 90
2014
Q1 		$3.65M Sell
103,515
-15,963
-13% -$555K 0.35% 76
2013
Q4 		$4.33M Sell
119,478
-25,721
-18% -$886K 0.32% 56
2013
Q3 		$4.52M Buy
145,199
+9,881
+7% +$308K 0.46% 51
2013
Q2 		$4.18M Buy
+135,318
New +$3.9M 0.4% 58

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Symphony Asset Management's HIG Position: Q1 2017 in Review

Symphony Asset Management sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 35,989 shares — an estimated $1.72M sold.

Symphony Asset Management first reported a position in HIG in Q2 2013 and held it in 15 quarters. The position peaked at $4.52M in Q3 2013. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Symphony Asset Management reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Symphony Asset Management sold 35,989 Hartford Financial Services shares in Q1 2017, an estimated $1.72M.
  • Symphony Asset Management first reported a position in Hartford Financial Services in Q2 2013 and held it in 15 quarters.
  • Symphony Asset Management's Hartford Financial Services position peaked at $4.52M in Q3 2013.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Symphony Asset Management's 13F filing for Q1 2017, filed 5 May 2017.