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Wealthfront’s Hartford Financial Services HIG Stock Holding History

Wealthfront’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
2018
Q3 		$369K Sell
7,383
-2,452
-25% -$126K ﹤0.01% 416
2018
Q2 		$503K Buy
9,835
+936
+11% +$49K 0.01% 368
2018
Q1 		$458K Sell
8,899
-2,188
-20% -$120K ﹤0.01% 388
2017
Q4 		$624K Sell
11,087
-2,019
-15% -$113K 0.01% 316
2017
Q3 		$726K Buy
13,106
+3,735
+40% +$203K 0.01% 254
2017
Q2 		$493K Buy
9,371
+1,133
+14% +$56.1K 0.01% 270
2017
Q1 		$396K Buy
8,238
+279
+4% +$13.5K 0.01% 272
2016
Q4 		$379K Buy
7,959
+1,244
+19% +$57K 0.01% 248
2016
Q3 		$288K Sell
6,715
-36
-0.5% -$1.51K 0.01% 280
2016
Q2 		$300K Buy
6,751
+76
+1% +$3.39K 0.01% 255
2016
Q1 		$308K Buy
6,675
+656
+11% +$27.6K 0.01% 239
2015
Q4 		$262K Sell
6,019
-1,091
-15% -$50K 0.01% 247
2015
Q3 		$325K Buy
7,110
+1,088
+18% +$50.2K 0.01% 184
2015
Q2 		$250K Buy
6,022
+580
+11% +$24.2K 0.01% 217
2015
Q1 		$228K Buy
5,442
+1,263
+30% +$51.8K 0.01% 221
2014
Q4 		$174K Buy
4,179
+1,896
+83% +$75K 0.01% 250
2014
Q3 		$85K Buy
2,283
+656
+40% +$23.7K 0.01% 311
2014
Q2 		$60K Buy
1,627
+811
+99% +$28.5K 0.01% 331
2014
Q1 		$29K Buy
+816
New +$28.4K ﹤0.01% 372

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthfront's HIG Position: Q3 2018 in Review

Wealthfront reduced its Hartford Financial Services (HIG) stake by 25% in Q3 2018, selling an estimated $126K and leaving 7,383 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Wealthfront first reported a position in HIG in Q1 2014 and has held it in 19 quarters since. The position peaked at $726K in Q3 2017. 645 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

  • Wealthfront held 7,383 shares of Hartford Financial Services worth $369K as of Q3 2018.
  • Wealthfront sold 2,452 Hartford Financial Services shares in Q3 2018, an estimated $126K.
  • Hartford Financial Services made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #416 holding.
  • Wealthfront first reported a position in Hartford Financial Services in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Hartford Financial Services position peaked at $726K in Q3 2017.
  • 645 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.