HWP
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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return