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

Todd 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
2016
Q3 		– Sell
-753,240
Closed -$33.4M – 214
2016
Q2 		$33.4M Buy
753,240
+94,963
+14% +$4.24M 1.07% 21
2016
Q1 		$30.3M Buy
658,277
+17,309
+3% +$728K 0.9% 40
2015
Q4 		$27.9M Buy
+640,968
New +$29.4M 0.84% 41
2014
Q1 		– Sell
-185,335
Closed -$6.71M – 206
2013
Q4 		$6.71M Buy
+185,335
New +$6.38M 0.19% 125

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Todd Asset Management's HIG Position: Q3 2016 in Review

Todd Asset Management sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 753,240 shares — an estimated $33.4M sold.

Todd Asset Management first reported a position in HIG in Q4 2013 and held it in 4 quarters. The position peaked at $33.4M in Q2 2016. 581 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

  • Todd Asset Management reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
  • Todd Asset Management sold 753,240 Hartford Financial Services shares in Q3 2016, an estimated $33.4M.
  • Todd Asset Management first reported a position in Hartford Financial Services in Q4 2013 and held it in 4 quarters.
  • Todd Asset Management's Hartford Financial Services position peaked at $33.4M in Q2 2016.
  • 581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Todd Asset Management's 13F filing for Q3 2016, filed 1 Nov 2016.