Hefty Wealth Partners’s Allstate ALL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$39K	Buy	407 +2	+0.5%	+$194	0.03%	152
2017 Q4	$42K	Buy	405 +1	+0.2%	+$98	0.03%	150
2017 Q3	$37K	Buy	404 +344	+573%	+$31.3K	0.02%	144
2017 Q2	$5K	Hold	60	–	–	﹤0.01%	190
2017 Q1	$4K	Hold	60	–	–	﹤0.01%	201
2016 Q4	$4K	Hold	60	–	–	﹤0.01%	197
2016 Q3	$4K	Hold	60	–	–	﹤0.01%	200
2016 Q2	$4K	Hold	60	–	–	﹤0.01%	169
2016 Q1	$4K	Hold	60	–	–	﹤0.01%	177
2015 Q4	$3K	Buy	+60	New	+$3.73K	﹤0.01%	176

Other funds holding ALL

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Hefty Wealth Partners increased its Allstate (ALL) stake by 0.49% in Q1 2018, buying an estimated $194 and bringing the position to 407 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #152.

Hefty Wealth Partners first reported a position in ALL in Q4 2015 and has held it in 10 quarters since. The position peaked at $42K in Q4 2017. 1,002 funds tracked by Wall St. Rank hold ALL as of Q1 2018.

Hefty Wealth Partners held 407 shares of Allstate worth $39K as of Q1 2018.
Hefty Wealth Partners bought 2 Allstate shares in Q1 2018, an estimated $194.
Allstate made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #152 holding.
Hefty Wealth Partners first reported a position in Allstate in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Allstate position peaked at $42K in Q4 2017.
1,002 funds tracked by Wall St. Rank held Allstate as of Q1 2018.

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