United Capital Financial Advisors’s Hartford Financial Services Grp HIG.WS Stock Holding History

United Capital Financial Advisors’s Portfolio HIG.WS Stock Details HIG.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-4,000	Closed	-$200K	–	1378
2017 Q3	$200K	Buy	+4,000	New	+$195K	﹤0.01%	1238
2017 Q1	–	Sell	-8,334	Closed	-$344K	–	1303
2016 Q4	$344K	Sell	8,334 -4,166	-33%	-$163K	﹤0.01%	1011
2016 Q3	$449K	Hold	12,500	–	–	﹤0.01%	991
2016 Q2	$463K	Hold	12,500	–	–	﹤0.01%	934
2016 Q1	$488K	Hold	12,500	–	–	0.01%	887
2015 Q4	$451K	Hold	12,500	–	–	0.01%	911
2015 Q3	$477K	Hold	12,500	–	–	0.01%	907
2015 Q2	$423K	Hold	12,500	–	–	﹤0.01%	969
2015 Q1	$412K	Hold	12,500	–	–	0.01%	977
2014 Q4	$424K	Hold	12,500	–	–	0.01%	870
2014 Q3	$396K	Hold	12,500	–	–	0.01%	856
2014 Q2	$340K	Hold	12,500	–	–	0.01%	735
2014 Q1	$333K	Sell	12,500 -1,500	-11%	-$39.1K	0.01%	750
2013 Q4	$385K	Buy	+14,000	New	+$360K	0.01%	473
2013 Q3	–	Sell	-14,000	Closed	-$307K	–	767
2013 Q2	$307K	Buy	+14,000	New	+$279K	0.01%	596

Other funds holding HIG.WS

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

EBSAM

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

BCM

Baltimore Capital Management Baltimore, Maryland $61.9M AUM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

United Capital Financial Advisors's HIG.WS Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Hartford Financial Services Grp (HIG.WS) in Q4 2017, closing a stake of 4,000 shares — an estimated $200K sold.

United Capital Financial Advisors first reported a position in HIG.WS in Q2 2013 and held it in 15 quarters. The position peaked at $488K in Q1 2016. 16 funds tracked by Wall St. Rank hold HIG.WS as of Q4 2017.

United Capital Financial Advisors reported no remaining Hartford Financial Services Grp position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 4,000 Hartford Financial Services Grp shares in Q4 2017, an estimated $200K.
United Capital Financial Advisors first reported a position in Hartford Financial Services Grp in Q2 2013 and held it in 15 quarters.
United Capital Financial Advisors's Hartford Financial Services Grp position peaked at $488K in Q1 2016.
16 funds tracked by Wall St. Rank held Hartford Financial Services Grp as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.