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UBS’s Hartford Financial Services HIG Stock Holding History

UBS’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
2014
Q3 		$97.5M Sell
2,616,185
-99,084
-4% -$3.59M 0.07% 273
2014
Q2 		$97.2M Sell
2,715,269
-23,463
-0.9% -$826K 0.08% 264
2014
Q1 		$96.6M Buy
2,738,732
+210,448
+8% +$7.32M 0.09% 236
2013
Q4 		$91.6M Buy
2,528,284
+458,530
+22% +$15.8M 0.09% 243
2013
Q3 		$64.4M Buy
2,069,754
+455,154
+28% +$14.2M 0.07% 281
2013
Q2 		$49.9M Buy
+1,614,600
New +$46.6M 0.06% 315

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

UBS's HIG Position: Q3 2014 in Review

UBS reduced its Hartford Financial Services (HIG) stake by 3.6% in Q3 2014, selling an estimated $3.59M and leaving 2,616,185 shares worth $97.5M. The position accounts for 0.07% of the portfolio, ranked #273.

UBS first reported a position in HIG in Q2 2013 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold HIG as of Q3 2014.

  • UBS held 2,616,185 shares of Hartford Financial Services worth $97.5M as of Q3 2014.
  • UBS sold 99,084 Hartford Financial Services shares in Q3 2014, an estimated $3.59M.
  • Hartford Financial Services made up 0.07% of UBS's portfolio in Q3 2014, its #273 holding.
  • UBS first reported a position in Hartford Financial Services in Q2 2013 and has held it in 6 quarters since.
  • 565 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.