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Wilbanks Smith & Thomas Asset Management’s Hartford Financial Services HIG Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-363
Closed -$18K – 755
2018
Q3 		$18K Buy
+363
New +$18.7K ﹤0.01% 912

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HIG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 363 shares — an estimated $18K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HIG in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 363 Hartford Financial Services shares in Q4 2018, an estimated $18K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hartford Financial Services in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Hartford Financial Services position peaked at $18K in Q3 2018.
  • 607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.