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Winthrop Partners - WNY’s Hartford Financial Services HIG Stock Holding History

Winthrop Partners - WNY’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
Q2 		– Sell
-400
Closed -$20.5K – 325
2018
Q1 		$20.5K Buy
+400
New +$21.9K 0.02% 272

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Invesco
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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Winthrop Partners - WNY's HIG Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 400 shares — an estimated $20.5K sold.

Winthrop Partners - WNY first reported a position in HIG in Q1 2018 and held it in 1 quarter. The position peaked at $20.5K in Q1 2018. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 400 Hartford Financial Services shares in Q2 2018, an estimated $20.5K.
  • Winthrop Partners - WNY first reported a position in Hartford Financial Services in Q1 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's Hartford Financial Services position peaked at $20.5K in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.