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WFG Advisors’s Hartford Financial Services HIG Stock Holding History

WFG Advisors’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
2017
Q1 		– Sell
-1,000
Closed -$48K – 1563
2016
Q4 		$48K Hold
1,000
– – 0.01% 727
2016
Q3 		$43K Sell
1,000
-23
-2% -$963 0.01% 744
2016
Q2 		$45K Hold
1,023
– – 0.01% 708
2016
Q1 		$47K Sell
1,023
-1,171
-53% -$49.2K 0.01% 683
2015
Q4 		$95K Buy
2,194
+12
+0.5% +$550 0.03% 480
2015
Q3 		$100K Sell
2,182
-602
-22% -$27.8K 0.03% 473
2015
Q2 		$116K Buy
2,784
+1,134
+69% +$47.4K 0.03% 494
2015
Q1 		$69K Sell
1,650
-1,101
-40% -$45.1K 0.02% 645
2014
Q4 		$115K Buy
2,751
+2
+0.1% +$79 0.02% 593
2014
Q3 		$102K Buy
2,749
+48
+2% +$1.74K 0.02% 659
2014
Q2 		$97K Buy
2,701
+351
+15% +$12.4K 0.02% 671
2014
Q1 		$83K Sell
2,350
-8,159
-78% -$284K 0.02% 713
2013
Q4 		$381K Sell
10,509
-501
-5% -$17.3K 0.05% 367
2013
Q3 		$343K Buy
11,010
+819
+8% +$25.6K 0.05% 365
2013
Q2 		$315K Buy
+10,191
New +$294K 0.05% 359

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WFG Advisors's HIG Position: Q1 2017 in Review

WFG Advisors sold out of Hartford Financial Services (HIG) in Q1 2017, closing a stake of 1,000 shares — an estimated $48K sold.

WFG Advisors first reported a position in HIG in Q2 2013 and held it in 15 quarters. The position peaked at $381K in Q4 2013. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2017.

  • WFG Advisors reported no remaining Hartford Financial Services position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 1,000 Hartford Financial Services shares in Q1 2017, an estimated $48K.
  • WFG Advisors first reported a position in Hartford Financial Services in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Hartford Financial Services position peaked at $381K in Q4 2013.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.