West Oak Capital’s Hartford Financial Services HIG Stock Holding History

West Oak Capital’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 Q3	–	Sell	-1,000	Closed	-$56K	–	312
2019 Q2	$56K	Hold	1,000	–	–	0.03%	171
2019 Q1	$50K	Hold	1,000	–	–	0.03%	173
2018 Q4	$44.5K	Hold	1,000	–	–	0.03%	172
2018 Q3	$50K	Hold	1,000	–	–	0.03%	180
2018 Q2	$51.1K	Sell	1,000 -68	-6%	-$3.56K	0.03%	177
2018 Q1	$55K	Hold	1,068	–	–	0.03%	174
2017 Q4	$60.1K	Hold	1,068	–	–	0.04%	157
2017 Q3	$59.2K	Hold	1,068	–	–	0.04%	173
2017 Q2	$56.1K	Hold	1,068	–	–	0.03%	179
2017 Q1	$51.3K	Hold	1,068	–	–	0.03%	183
2016 Q4	$50.9K	Hold	1,068	–	–	0.03%	179
2016 Q3	$45.7K	Hold	1,068	–	–	0.03%	183
2016 Q2	$47.4K	Hold	1,068	–	–	0.03%	167
2016 Q1	$49.2K	Hold	1,068	–	–	0.04%	149
2015 Q4	$46.4K	Hold	1,068	–	–	0.04%	154
2015 Q3	$48.9K	Hold	1,068	–	–	0.04%	152
2015 Q2	$44.4K	Hold	1,068	–	–	0.03%	155
2015 Q1	$44.7K	Hold	1,068	–	–	0.03%	154
2014 Q4	$44.5K	Hold	1,068	–	–	0.03%	154
2014 Q3	$39.8K	Hold	1,068	–	–	0.03%	149
2014 Q2	$38.2K	Hold	1,068	–	–	0.03%	152
2014 Q1	$37.7K	Hold	1,068	–	–	0.03%	154
2013 Q4	$38.7K	Hold	1,068	–	–	0.03%	156
2013 Q3	$33.2K	Hold	1,068	–	–	0.03%	157
2013 Q2	$33K	Buy	+1,068	New	+$30.8K	0.03%	154

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Oak Capital's HIG Position: Q3 2019 in Review

West Oak Capital sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 1,000 shares — an estimated $56K sold.

West Oak Capital first reported a position in HIG in Q2 2013 and held it in 25 quarters. The position peaked at $60.1K in Q4 2017. 652 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

West Oak Capital reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
West Oak Capital sold 1,000 Hartford Financial Services shares in Q3 2019, an estimated $56K.
West Oak Capital first reported a position in Hartford Financial Services in Q2 2013 and held it in 25 quarters.
West Oak Capital's Hartford Financial Services position peaked at $60.1K in Q4 2017.
652 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on West Oak Capital's 13F filing for Q3 2019, filed 2 Oct 2019.