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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winch Advisory Services's HIG Position: Q3 2016 in Review

Winch Advisory Services sold out of Hartford Financial Services (HIG) in Q3 2016, closing a stake of 359 shares — an estimated $13K sold.

Winch Advisory Services first reported a position in HIG in Q1 2014 and held it in 8 quarters. The position peaked at $18K in Q1 2014. 583 funds tracked by Wall St. Rank hold HIG as of Q3 2016.

Winch Advisory Services reported no remaining Hartford Financial Services position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 359 Hartford Financial Services shares in Q3 2016, an estimated $13K.
Winch Advisory Services first reported a position in Hartford Financial Services in Q1 2014 and held it in 8 quarters.
Winch Advisory Services's Hartford Financial Services position peaked at $18K in Q1 2014.
583 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.