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Valley Wealth Managers’s Hartford Financial Services HIG Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-368
Closed -$18K – 145
2017
Q1 		$18K Hold
368
– – ﹤0.01% 164
2016
Q4 		$18K Hold
368
– – ﹤0.01% 163
2016
Q3 		$16K Hold
368
– – ﹤0.01% 163
2016
Q2 		$16K Buy
+368
New +$16.4K ﹤0.01% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Valley Wealth Managers's HIG Position: Q2 2017 in Review

Valley Wealth Managers sold out of Hartford Financial Services (HIG) in Q2 2017, closing a stake of 368 shares — an estimated $18K sold.

Valley Wealth Managers first reported a position in HIG in Q2 2016 and held it in 4 quarters. The position peaked at $18K in Q1 2017. 602 funds tracked by Wall St. Rank hold HIG as of Q2 2017.

  • Valley Wealth Managers reported no remaining Hartford Financial Services position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 368 Hartford Financial Services shares in Q2 2017, an estimated $18K.
  • Valley Wealth Managers first reported a position in Hartford Financial Services in Q2 2016 and held it in 4 quarters.
  • Valley Wealth Managers's Hartford Financial Services position peaked at $18K in Q1 2017.
  • 602 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.