Hefty Wealth Partners’s AXIS Capital AXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$12K	Hold	215	–	–	0.01%	178
2017 Q4	$11K	Hold	215	–	–	0.01%	185
2017 Q3	$12K	Hold	215	–	–	0.01%	177
2017 Q2	$13K	Hold	215	–	–	0.01%	160
2017 Q1	$14K	Hold	215	–	–	0.01%	161
2016 Q4	$14K	Hold	215	–	–	0.01%	151
2016 Q3	$11K	Hold	215	–	–	0.01%	167
2016 Q2	$11K	Hold	215	–	–	0.01%	139
2016 Q1	$11K	Hold	215	–	–	0.01%	147
2015 Q4	$12K	Buy	+215	New	+$11.9K	0.01%	135

Other funds holding AXS

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Hefty Wealth Partners held its AXIS Capital (AXS) position steady in Q1 2018 at 215 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #178.

Hefty Wealth Partners first reported a position in AXS in Q4 2015 and has held it in 10 quarters since. The position peaked at $14K in Q1 2017. 289 funds tracked by Wall St. Rank hold AXS as of Q1 2018.

Hefty Wealth Partners held 215 shares of AXIS Capital worth $12K as of Q1 2018.
Hefty Wealth Partners left its AXIS Capital share count unchanged in Q1 2018.
AXIS Capital made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #178 holding.
Hefty Wealth Partners first reported a position in AXIS Capital in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's AXIS Capital position peaked at $14K in Q1 2017.
289 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2018.

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