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Whitnell & Co’s Hartford Financial Services HIG Stock Holding History

Whitnell & Co’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
2016
Q4 		– Sell
-2,000
Closed -$86K – 392
2016
Q3 		$86K Hold
2,000
– – 0.03% 157
2016
Q2 		$89K Hold
2,000
– – 0.03% 162
2016
Q1 		$92K Hold
2,000
– – 0.03% 160
2015
Q4 		$87K Buy
+2,000
New +$91.7K 0.03% 164

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Whitnell & Co's HIG Position: Q4 2016 in Review

Whitnell & Co sold out of Hartford Financial Services (HIG) in Q4 2016, closing a stake of 2,000 shares — an estimated $86K sold.

Whitnell & Co first reported a position in HIG in Q4 2015 and held it in 4 quarters. The position peaked at $92K in Q1 2016. 604 funds tracked by Wall St. Rank hold HIG as of Q4 2016.

  • Whitnell & Co reported no remaining Hartford Financial Services position as of Q4 2016 after selling out during the quarter.
  • Whitnell & Co sold 2,000 Hartford Financial Services shares in Q4 2016, an estimated $86K.
  • Whitnell & Co first reported a position in Hartford Financial Services in Q4 2015 and held it in 4 quarters.
  • Whitnell & Co's Hartford Financial Services position peaked at $92K in Q1 2016.
  • 604 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2016.

Based on Whitnell & Co's 13F filing for Q4 2016, filed 2 Feb 2017.