YorkBridge Wealth Partners’s Hartford Financial Services HIG Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-132	Closed	-$6K	–	759
2018 Q4	$6K	Hold	132	–	–	﹤0.01%	614
2018 Q3	$7K	Buy	132 +1	+0.8%	+$51	﹤0.01%	629
2018 Q2	$7K	Hold	131	–	–	﹤0.01%	657
2018 Q1	$7K	Hold	131	–	–	﹤0.01%	653
2017 Q4	$7K	Hold	131	–	–	﹤0.01%	666
2017 Q3	$7K	Hold	131	–	–	﹤0.01%	673
2017 Q2	$7K	Hold	131	–	–	﹤0.01%	674
2017 Q1	$6K	Hold	131	–	–	﹤0.01%	669
2016 Q4	$6K	Buy	+131	New	+$6.01K	﹤0.01%	657

Other funds holding HIG

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

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

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

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's HIG Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 132 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in HIG in Q4 2016 and held it in 9 quarters. The position peaked at $7K in Q3 2018. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 132 Hartford Financial Services shares in Q1 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Hartford Financial Services in Q4 2016 and held it in 9 quarters.
YorkBridge Wealth Partners's Hartford Financial Services position peaked at $7K in Q3 2018.
633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.