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 $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

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

Bank of New York Mellon

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return