WESPAC Advisors SoCal’s Hartford Financial Services HIG Stock Holding History

WESPAC Advisors SoCal’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	-200	Closed	-$10K	–	154
2018 Q1	$10K	Hold	200	–	–	0.01%	193
2017 Q4	$11K	Hold	200	–	–	0.01%	185
2017 Q3	$11K	Hold	200	–	–	0.01%	198
2017 Q2	$10K	Hold	200	–	–	0.01%	186
2017 Q1	$9.61K	Hold	200	–	–	0.01%	191
2016 Q4	$9.53K	Hold	200	–	–	0.01%	191
2016 Q3	$8.56K	Hold	200	–	–	0.01%	205
2016 Q2	$8.88K	Hold	200	–	–	0.01%	213
2016 Q1	$9.22K	Sell	200 -4,000	-95%	-$168K	0.01%	210
2015 Q4	$182K	Buy	+4,200	New	+$193K	0.12%	86

Other funds holding HIG

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

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

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

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

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

Franklin Resources San Mateo, California $408B 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WESPAC Advisors SoCal's HIG Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 200 shares — an estimated $10K sold.

WESPAC Advisors SoCal first reported a position in HIG in Q4 2015 and held it in 10 quarters. The position peaked at $182K in Q4 2015. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

WESPAC Advisors SoCal reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 200 Hartford Financial Services shares in Q2 2018, an estimated $10K.
WESPAC Advisors SoCal first reported a position in Hartford Financial Services in Q4 2015 and held it in 10 quarters.
WESPAC Advisors SoCal's Hartford Financial Services position peaked at $182K in Q4 2015.
629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.