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Wealthspire Advisors (Maryland)’s Hartford Financial Services HIG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,224
Closed -$111K – 1115
2019
Q1 		$111K Buy
2,224
+84
+4% +$3.99K 0.01% 603
2018
Q4 		$95K Buy
2,140
+224
+12% +$10.1K 0.01% 617
2018
Q3 		$96K Sell
1,916
-1,365
-42% -$70.1K 0.01% 706
2018
Q2 		$168K Sell
3,281
-25
-0.8% -$1.31K 0.02% 515
2018
Q1 		$170K Sell
3,306
-323
-9% -$17.7K 0.02% 524
2017
Q4 		$204K Sell
3,629
-382
-10% -$21.3K 0.02% 479
2017
Q3 		$222K Sell
4,011
-100
-2% -$5.44K 0.02% 440
2017
Q2 		$216K Buy
4,111
+48
+1% +$2.38K 0.03% 428
2017
Q1 		$195K Buy
4,063
+168
+4% +$8.13K 0.03% 402
2016
Q4 		$186K Sell
3,895
-45
-1% -$2.06K 0.03% 396
2016
Q3 		$169K Buy
3,940
+327
+9% +$13.7K 0.03% 426
2016
Q2 		$160K Sell
3,613
-86
-2% -$3.84K 0.03% 426
2016
Q1 		$170K Buy
3,699
+182
+5% +$7.65K 0.03% 397
2015
Q4 		$153K Buy
+3,517
New +$161K 0.03% 430

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HIG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hartford Financial Services (HIG) in Q2 2019, closing a stake of 2,224 shares — an estimated $111K sold.

Wealthspire Advisors (Maryland) first reported a position in HIG in Q4 2015 and held it in 14 quarters. The position peaked at $222K in Q3 2017. 646 funds tracked by Wall St. Rank hold HIG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hartford Financial Services position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,224 Hartford Financial Services shares in Q2 2019, an estimated $111K.
  • Wealthspire Advisors (Maryland) first reported a position in Hartford Financial Services in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Hartford Financial Services position peaked at $222K in Q3 2017.
  • 646 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.