HWP
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Hefty Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Hefty Wealth Partners’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$58K Hold
365
– – 0.04% 136
2017
Q4 		$60K Hold
365
– – 0.04% 132
2017
Q3 		$55K Hold
365
– – 0.04% 132
2017
Q2 		$52K Hold
365
– – 0.04% 123
2017
Q1 		$49K Hold
365
– – 0.04% 129
2016
Q4 		$52K Sell
365
-30
-8% -$4.2K 0.04% 117
2016
Q3 		$54K Buy
+395
New +$54.8K 0.04% 121

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Hefty Wealth Partners held its Air Products & Chemicals (APD) position steady in Q1 2018 at 365 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #136.

Hefty Wealth Partners first reported a position in APD in Q3 2016 and has held it in 7 quarters since. The position peaked at $60K in Q4 2017. 998 funds tracked by Wall St. Rank hold APD as of Q1 2018.

  • Hefty Wealth Partners held 365 shares of Air Products & Chemicals worth $58K as of Q1 2018.
  • Hefty Wealth Partners left its Air Products & Chemicals share count unchanged in Q1 2018.
  • Air Products & Chemicals made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #136 holding.
  • Hefty Wealth Partners first reported a position in Air Products & Chemicals in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Air Products & Chemicals position peaked at $60K in Q4 2017.
  • 998 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2018.

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