Hefty Wealth Partners’s AbbVie ABBV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.25M	Buy	13,171 +12,555	+2,038%	+$1.38M	0.8%	39
2017 Q4	$60K	Hold	616	–	–	0.04%	131
2017 Q3	$55K	Hold	616	–	–	0.04%	131
2017 Q2	$44K	Hold	616	–	–	0.03%	128
2017 Q1	$40K	Hold	616	–	–	0.03%	133
2016 Q4	$38K	Hold	616	–	–	0.03%	128
2016 Q3	$38K	Buy	+616	New	+$39.9K	0.03%	138

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Hefty Wealth Partners increased its AbbVie (ABBV) stake by 2,038% in Q1 2018, buying an estimated $1.38M and bringing the position to 13,171 shares worth $1.25M. The position accounts for 0.8% of the portfolio, ranked #39.

Hefty Wealth Partners first reported a position in ABBV in Q3 2016 and has held it in 7 quarters since. 2,015 funds tracked by Wall St. Rank hold ABBV as of Q1 2018.

Hefty Wealth Partners held 13,171 shares of AbbVie worth $1.25M as of Q1 2018.
Hefty Wealth Partners bought 12,555 AbbVie shares in Q1 2018, an estimated $1.38M.
AbbVie made up 0.8% of Hefty Wealth Partners's portfolio in Q1 2018, its #39 holding.
Hefty Wealth Partners first reported a position in AbbVie in Q3 2016 and has held it in 7 quarters since.
2,015 funds tracked by Wall St. Rank held AbbVie as of Q1 2018.

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