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USA Mutuals Advisors’s Hartford Financial Services HIG Stock Holding History

USA Mutuals Advisors’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
-60
Closed -$3K – 78
2016
Q2 		$3K Hold
60
– – ﹤0.01% 90
2016
Q1 		$3K Hold
60
– – ﹤0.01% 79
2015
Q4 		$3K Buy
+60
New +$2.75K ﹤0.01% 91

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

USA Mutuals Advisors's HIG Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 60 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in HIG in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 581 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 60 Hartford Financial Services shares in Q3 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in Hartford Financial Services in Q4 2015 and held it in 3 quarters.
  • USA Mutuals Advisors's Hartford Financial Services position peaked at $3K in Q2 2016.
  • 581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.