Wolf Group Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Wolf Group Capital Advisors’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	-4,353	Closed	-$224K	–	98
2018 Q1	$224K	Sell	4,353 -11,642	-73%	-$637K	0.15%	100
2017 Q4	$900K	Sell	15,995 -1,735	-10%	-$96.8K	0.56%	67
2017 Q3	$994K	Sell	17,730 -12,613	-42%	-$686K	0.69%	61
2017 Q2	$1.59M	Sell	30,343 -4,071	-12%	-$202K	1.23%	37
2017 Q1	$1.65M	Sell	34,414 -4,231	-11%	-$205K	1.09%	39
2016 Q4	$1.84M	Buy	38,645 +308	+0.8%	+$14.1K	1.24%	33
2016 Q3	$1.64M	Buy	38,337 +93	+0.2%	+$3.89K	1.14%	38
2016 Q2	$1.7M	Buy	38,244 +2,400	+7%	+$107K	1.25%	34
2016 Q1	$1.65M	Buy	35,844 +12,925	+56%	+$543K	1.24%	39
2015 Q4	$996K	Buy	+22,919	New	+$1.05M	0.74%	51

Other funds holding HIG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wolf Group Capital Advisors's HIG Position: Q2 2018 in Review

Wolf Group Capital Advisors sold out of Hartford Financial Services (HIG) in Q2 2018, closing a stake of 4,353 shares — an estimated $224K sold.

Wolf Group Capital Advisors first reported a position in HIG in Q4 2015 and held it in 10 quarters. The position peaked at $1.84M in Q4 2016. 629 funds tracked by Wall St. Rank hold HIG as of Q2 2018.

Wolf Group Capital Advisors reported no remaining Hartford Financial Services position as of Q2 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 4,353 Hartford Financial Services shares in Q2 2018, an estimated $224K.
Wolf Group Capital Advisors first reported a position in Hartford Financial Services in Q4 2015 and held it in 10 quarters.
Wolf Group Capital Advisors's Hartford Financial Services position peaked at $1.84M in Q4 2016.
629 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.