WealthTrust-Arizona’s Hartford Financial Services HIG Stock Holding History

WealthTrust-Arizona’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	–	Sell	-219	Closed	-$11K	–	698
2018 Q2	$11K	Sell	219 -31	-12%	-$1.62K	0.01%	380
2018 Q1	$13K	Hold	250	–	–	0.01%	357
2017 Q4	$14K	Hold	250	–	–	0.01%	349
2017 Q3	$14K	Hold	250	–	–	0.01%	338
2017 Q2	$13K	Hold	250	–	–	0.01%	336
2017 Q1	$12K	Hold	250	–	–	0.01%	349
2016 Q4	$12K	Hold	250	–	–	0.01%	340
2016 Q3	$11K	Hold	250	–	–	0.01%	349
2016 Q2	$11K	Hold	250	–	–	0.01%	334
2016 Q1	$12K	Buy	+250	New	+$10.5K	0.01%	321
2014 Q2	–	Sell	-922	Closed	-$33K	–	667
2014 Q1	$33K	Buy	922 +300	+48%	+$10.4K	0.04%	215
2013 Q4	$23K	Hold	622	–	–	0.03%	246
2013 Q3	$19K	Sell	622 -21	-3%	-$656	0.02%	248
2013 Q2	$20K	Buy	+643	New	+$18.5K	0.03%	232

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WealthTrust-Arizona's HIG Position: Q3 2018 in Review

WealthTrust-Arizona sold out of Hartford Financial Services (HIG) in Q3 2018, closing a stake of 219 shares — an estimated $11K sold.

WealthTrust-Arizona first reported a position in HIG in Q2 2013 and held it in 14 quarters. The position peaked at $33K in Q1 2014. 644 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

WealthTrust-Arizona reported no remaining Hartford Financial Services position as of Q3 2018 after selling out during the quarter.
WealthTrust-Arizona sold 219 Hartford Financial Services shares in Q3 2018, an estimated $11K.
WealthTrust-Arizona first reported a position in Hartford Financial Services in Q2 2013 and held it in 14 quarters.
WealthTrust-Arizona's Hartford Financial Services position peaked at $33K in Q1 2014.
644 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on WealthTrust-Arizona's 13F filing for Q3 2018, filed 17 Oct 2018.