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Willingdon Wealth Management’s Hartford Financial Services HIG Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-26
Closed -$2K – 450
2019
Q3 		$2K Buy
+26
New +$1.52K ﹤0.01% 349

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Willingdon Wealth Management's HIG Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2019, closing a stake of 26 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in HIG in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 697 funds tracked by Wall St. Rank hold HIG as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Hartford Financial Services position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 26 Hartford Financial Services shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Hartford Financial Services in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Hartford Financial Services position peaked at $2K in Q3 2019.
  • 697 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.