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Truvvo Partners’s Hartford Financial Services HIG Stock Holding History

Truvvo Partners’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
-64,125
Closed -$3.07K – 122
2016
Q4 		$3.07K Hold
64,125
– – 1.07% 18
2016
Q3 		$2.76M Hold
64,125
– – 1.24% 21
2016
Q2 		$2.86M Buy
+64,125
New +$2.86M 1.47% 17

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

Truvvo Partners's HIG Position: Q1 2017 in Review

Truvvo Partners sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 64,125 shares — an estimated $3.07K sold.

Truvvo Partners first reported a position in HIG in Q2 2016 and held it in 3 quarters. The position peaked at $2.86M in Q2 2016. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • Truvvo Partners reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • Truvvo Partners sold 64,125 Hartford Financial Services shares in Q1 2017, an estimated $3.07K.
  • Truvvo Partners first reported a position in Hartford Financial Services in Q2 2016 and held it in 3 quarters.
  • Truvvo Partners's Hartford Financial Services position peaked at $2.86M in Q2 2016.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on Truvvo Partners's 13F filing for Q1 2017, filed 15 May 2017.