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WealthTrust Fairport’s Hartford Financial Services HIG Stock Holding History

WealthTrust Fairport’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
Q2 		– Sell
-600
Closed -$31K – 525
2018
Q1 		$31K Buy
+600
New +$32.8K ﹤0.01% 286
2015
Q1 		– Sell
-270
Closed -$11K – 245
2014
Q4 		$11K Buy
+270
New +$10.7K ﹤0.01% 327

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
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WealthTrust Fairport's HIG Position: Q2 2018 in Review

WealthTrust Fairport sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 600 shares — an estimated $31K sold.

WealthTrust Fairport first reported a position in HIG in Q4 2014 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

  • WealthTrust Fairport reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 600 Hartford Financial Services shares in Q2 2018, an estimated $31K.
  • WealthTrust Fairport first reported a position in Hartford Financial Services in Q4 2014 and held it in 2 quarters.
  • WealthTrust Fairport's Hartford Financial Services position peaked at $31K in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on WealthTrust Fairport's 13F filing for Q2 2018, filed 28 Aug 2018.