WIP
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Wellesley Investment Partners’s Hartford Financial Services HIG Stock Holding History

Wellesley Investment Partners’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
2020
Q1 		– Sell
-3,317
Closed -$201K – 111
2019
Q4 		$201K Buy
+3,317
New +$199K 0.06% 118

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellesley Investment Partners's HIG Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Hartford Financial Services (HIG) in Q1 2020, closing a stake of 3,317 shares — an estimated $201K sold.

Wellesley Investment Partners first reported a position in HIG in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2020.

  • Wellesley Investment Partners reported no remaining Hartford Financial Services position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 3,317 Hartford Financial Services shares in Q1 2020, an estimated $201K.
  • Wellesley Investment Partners first reported a position in Hartford Financial Services in Q4 2019 and held it in 1 quarter.
  • Wellesley Investment Partners's Hartford Financial Services position peaked at $201K in Q4 2019.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.