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Hefty Wealth Partners’s AGCO AGCO Stock Holding History

Hefty Wealth Partners’s Portfolio AGCO Stock Details AGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$32K Hold
500
– – 0.02% 157
2017
Q4 		$36K Hold
500
– – 0.02% 152
2017
Q3 		$37K Hold
500
– – 0.02% 143
2017
Q2 		$33K Hold
500
– – 0.02% 137
2017
Q1 		$30K Hold
500
– – 0.02% 142
2016
Q4 		$28K Hold
500
– – 0.02% 135
2016
Q3 		$24K Buy
+500
New +$24K 0.02% 152

Other funds holding AGCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 AGCO Position: Q1 2018 in Review

Hefty Wealth Partners held its AGCO (AGCO) position steady in Q1 2018 at 500 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #157.

Hefty Wealth Partners first reported a position in AGCO in Q3 2016 and has held it in 7 quarters since. The position peaked at $37K in Q3 2017. 370 funds tracked by Wall St. Rank hold AGCO as of Q1 2018.

  • Hefty Wealth Partners held 500 shares of AGCO worth $32K as of Q1 2018.
  • Hefty Wealth Partners left its AGCO share count unchanged in Q1 2018.
  • AGCO made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #157 holding.
  • Hefty Wealth Partners first reported a position in AGCO in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's AGCO position peaked at $37K in Q3 2017.
  • 370 funds tracked by Wall St. Rank held AGCO as of Q1 2018.

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