Hefty Wealth Partners’s Apple AAPL Stock Holding History

Hefty Wealth Partners’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$135K	Hold	3,216	–	–	0.09%	97
2017 Q4	$136K	Hold	3,216	–	–	0.08%	94
2017 Q3	$124K	Hold	3,216	–	–	0.08%	90
2017 Q2	$115K	Buy	3,216 +696	+28%	+$25.7K	0.08%	87
2017 Q1	$90K	Sell	2,520 -1,600	-39%	-$52.7K	0.07%	96
2016 Q4	$119K	Buy	4,120 +3,600	+692%	+$102K	0.1%	80
2016 Q3	$14K	Hold	520	–	–	0.01%	160
2016 Q2	$12K	Hold	520	–	–	0.01%	137
2016 Q1	$14K	Hold	520	–	–	0.01%	141
2015 Q4	$13K	Buy	+520	New	+$14.9K	0.01%	133

Other funds holding AAPL

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Hefty Wealth Partners's AAPL Position: Q1 2018 in Review

Hefty Wealth Partners held its Apple (AAPL) position steady in Q1 2018 at 3,216 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #97.

Hefty Wealth Partners first reported a position in AAPL in Q4 2015 and has held it in 10 quarters since. The position peaked at $136K in Q4 2017. 2,782 funds tracked by Wall St. Rank hold AAPL as of Q1 2018.

Hefty Wealth Partners held 3,216 shares of Apple worth $135K as of Q1 2018.
Hefty Wealth Partners left its Apple share count unchanged in Q1 2018.
Apple made up 0.09% of Hefty Wealth Partners's portfolio in Q1 2018, its #97 holding.
Hefty Wealth Partners first reported a position in Apple in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Apple position peaked at $136K in Q4 2017.
2,782 funds tracked by Wall St. Rank held Apple as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.