Hefty Wealth Partners’s Archer Daniels Midland ADM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$47K	Sell	1,073 -3,828	-78%	-$161K	0.03%	144
2017 Q4	$196K	Buy	4,901 +93	+2%	+$3.83K	0.12%	85
2017 Q3	$204K	Buy	4,808 +104	+2%	+$4.38K	0.13%	80
2017 Q2	$194K	Buy	4,704 +24	+0.5%	+$1.03K	0.13%	76
2017 Q1	$215K	Buy	4,680 +3,607	+336%	+$162K	0.16%	77
2016 Q4	$48K	Hold	1,073	–	–	0.04%	122
2016 Q3	$45K	Buy	+1,073	New	+$46.4K	0.03%	134

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Hefty Wealth Partners reduced its Archer Daniels Midland (ADM) stake by 78% in Q1 2018, selling an estimated $161K and leaving 1,073 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #144.

Hefty Wealth Partners first reported a position in ADM in Q3 2016 and has held it in 7 quarters since. The position peaked at $215K in Q1 2017. 765 funds tracked by Wall St. Rank hold ADM as of Q1 2018.

Hefty Wealth Partners held 1,073 shares of Archer Daniels Midland worth $47K as of Q1 2018.
Hefty Wealth Partners sold 3,828 Archer Daniels Midland shares in Q1 2018, an estimated $161K.
Archer Daniels Midland made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #144 holding.
Hefty Wealth Partners first reported a position in Archer Daniels Midland in Q3 2016 and has held it in 7 quarters since.
Hefty Wealth Partners's Archer Daniels Midland position peaked at $215K in Q1 2017.
765 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2018.

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