Hefty Wealth Partners’s Automatic Data Processing ADP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$85K	Hold	749	–	–	0.05%	116
2017 Q4	$88K	Hold	749	–	–	0.05%	111
2017 Q3	$82K	Hold	749	–	–	0.05%	110
2017 Q2	$76K	Hold	749	–	–	0.05%	105
2017 Q1	$76K	Hold	749	–	–	0.06%	104
2016 Q4	$76K	Hold	749	–	–	0.06%	96
2016 Q3	$66K	Buy	749 +630	+529%	+$57.1K	0.05%	111
2016 Q2	$10K	Hold	119	–	–	0.01%	143
2016 Q1	$10K	Hold	119	–	–	0.01%	149
2015 Q4	$10K	Buy	+119	New	+$10.2K	0.01%	141

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hefty Wealth Partners held its Automatic Data Processing (ADP) position steady in Q1 2018 at 749 shares worth $85K. The position accounts for 0.05% of the portfolio, ranked #116.

Hefty Wealth Partners first reported a position in ADP in Q4 2015 and has held it in 10 quarters since. The position peaked at $88K in Q4 2017. 1,339 funds tracked by Wall St. Rank hold ADP as of Q1 2018.

Hefty Wealth Partners held 749 shares of Automatic Data Processing worth $85K as of Q1 2018.
Hefty Wealth Partners left its Automatic Data Processing share count unchanged in Q1 2018.
Automatic Data Processing made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #116 holding.
Hefty Wealth Partners first reported a position in Automatic Data Processing in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Automatic Data Processing position peaked at $88K in Q4 2017.
1,339 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2018.

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