WAS
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Winch Advisory Services’s Hartford Financial Services HIG Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-359
Closed -$13K – 278
2016
Q2 		$13K Buy
+359
New +$16K 0.02% 129
2016
Q1 		– Sell
-356
Closed -$11K – 257
2015
Q4 		$11K Buy
356
+1
+0.3% +$46 0.01% 124
2015
Q3 		$13K Buy
355
+1
+0.3% +$46 0.02% 101
2015
Q2 		$13K Hold
354
– – 0.01% 164
2015
Q1 		$12K Buy
+354
New +$14.5K 0.01% 137
2014
Q4 		– Sell
-351
Closed -$8K – 100
2014
Q3 		$8K Buy
351
+1
+0.3% +$36 0.01% 149
2014
Q2 		$9K Sell
350
-164
-32% -$5.77K 0.01% 170
2014
Q1 		$18K Buy
+514
New +$17.9K 0.01% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return