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Hefty Wealth Partners’s Abbott ABT Stock Holding History

Hefty Wealth Partners’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$21K Hold
346
– – 0.01% 167
2017
Q4 		$20K Sell
346
-88
-20% -$4.88K 0.01% 164
2017
Q3 		$23K Hold
434
– – 0.02% 158
2017
Q2 		$21K Hold
434
– – 0.01% 148
2017
Q1 		$19K Sell
434
-270
-38% -$11.7K 0.01% 153
2016
Q4 		$27K Hold
704
– – 0.02% 138
2016
Q3 		$29K Buy
704
+616
+700% +$26.4K 0.02% 147
2016
Q2 		$3K Hold
88
– – ﹤0.01% 178
2016
Q1 		$3K Hold
88
– – ﹤0.01% 185
2015
Q4 		$3K Buy
+88
New +$3.88K ﹤0.01% 175

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hefty Wealth Partners held its Abbott (ABT) position steady in Q1 2018 at 346 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #167.

Hefty Wealth Partners first reported a position in ABT in Q4 2015 and has held it in 10 quarters since. The position peaked at $29K in Q3 2016. 1,801 funds tracked by Wall St. Rank hold ABT as of Q1 2018.

  • Hefty Wealth Partners held 346 shares of Abbott worth $21K as of Q1 2018.
  • Hefty Wealth Partners left its Abbott share count unchanged in Q1 2018.
  • Abbott made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #167 holding.
  • Hefty Wealth Partners first reported a position in Abbott in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's Abbott position peaked at $29K in Q3 2016.
  • 1,801 funds tracked by Wall St. Rank held Abbott as of Q1 2018.

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