Hefty Wealth Partners’s Analog Devices ADI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$86K	Hold	949	–	–	0.06%	114
2017 Q4	$84K	Hold	949	–	–	0.05%	112
2017 Q3	$82K	Hold	949	–	–	0.05%	109
2017 Q2	$73K	Hold	949	–	–	0.05%	107
2017 Q1	$77K	Hold	949	–	–	0.06%	103
2016 Q4	$68K	Hold	949	–	–	0.06%	101
2016 Q3	$61K	Buy	+949	New	+$58.9K	0.05%	113

Other funds holding ADI

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hefty Wealth Partners held its Analog Devices (ADI) position steady in Q1 2018 at 949 shares worth $86K. The position accounts for 0.06% of the portfolio, ranked #114.

Hefty Wealth Partners first reported a position in ADI in Q3 2016 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold ADI as of Q1 2018.

Hefty Wealth Partners held 949 shares of Analog Devices worth $86K as of Q1 2018.
Hefty Wealth Partners left its Analog Devices share count unchanged in Q1 2018.
Analog Devices made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #114 holding.
Hefty Wealth Partners first reported a position in Analog Devices in Q3 2016 and has held it in 7 quarters since.
861 funds tracked by Wall St. Rank held Analog Devices as of Q1 2018.

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