Hefty Wealth Partners’s Amphenol APH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$4K	Hold	336	–	–	﹤0.01%	214
2017 Q4	$4K	Hold	336	–	–	﹤0.01%	216
2017 Q3	$4K	Hold	336	–	–	﹤0.01%	211
2017 Q2	$3K	Hold	336	–	–	﹤0.01%	210
2017 Q1	$2K	Hold	336	–	–	﹤0.01%	223
2016 Q4	$2K	Hold	336	–	–	﹤0.01%	218
2016 Q3	$2K	Hold	336	–	–	﹤0.01%	221
2016 Q2	$2K	Hold	336	–	–	﹤0.01%	192
2016 Q1	$2K	Hold	336	–	–	﹤0.01%	201
2015 Q4	$2K	Buy	+336	New	+$2.25K	﹤0.01%	188

Other funds holding APH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Hefty Wealth Partners held its Amphenol (APH) position steady in Q1 2018 at 336 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Hefty Wealth Partners first reported a position in APH in Q4 2015 and has held it in 10 quarters since. 628 funds tracked by Wall St. Rank hold APH as of Q1 2018.

Hefty Wealth Partners held 336 shares of Amphenol worth $4K as of Q1 2018.
Hefty Wealth Partners left its Amphenol share count unchanged in Q1 2018.
Amphenol made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #214 holding.
Hefty Wealth Partners first reported a position in Amphenol in Q4 2015 and has held it in 10 quarters since.
628 funds tracked by Wall St. Rank held Amphenol as of Q1 2018.

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