Yorktown Management & Research Company’s Hartford Financial Services HIG Stock Holding History

Yorktown Management & Research Company’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
2015 Q1	–	Sell	-5,900	Closed	-$246K	–	491
2014 Q4	$246K	Hold	5,900	–	–	0.05%	302
2014 Q3	$220K	Hold	5,900	–	–	0.04%	387
2014 Q2	$211K	Sell	5,900 -33,000	-85%	-$1.16M	0.04%	433
2014 Q1	$1.37M	Hold	38,900	–	–	0.26%	75
2013 Q4	$1.41M	Buy	38,900 +5,900	+18%	+$203K	0.28%	70
2013 Q3	$1.03M	Buy	+33,000	New	+$1.03M	0.22%	91

Other funds holding HIG

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

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

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

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

BIT

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

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

Yorktown Management & Research Company's HIG Position: Q1 2015 in Review

Yorktown Management & Research Company sold out of Hartford Financial Services (HIG) in Q1 2015, closing a stake of 5,900 shares — an estimated $246K sold.

Yorktown Management & Research Company first reported a position in HIG in Q3 2013 and held it in 6 quarters. The position peaked at $1.41M in Q4 2013. 576 funds tracked by Wall St. Rank hold HIG as of Q1 2015.

Yorktown Management & Research Company reported no remaining Hartford Financial Services position as of Q1 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 5,900 Hartford Financial Services shares in Q1 2015, an estimated $246K.
Yorktown Management & Research Company first reported a position in Hartford Financial Services in Q3 2013 and held it in 6 quarters.
Yorktown Management & Research Company's Hartford Financial Services position peaked at $1.41M in Q4 2013.
576 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2015.

Based on Yorktown Management & Research Company's 13F filing for Q1 2015, filed 23 Apr 2015.