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Hefty Wealth Partners’s Boeing BA Stock Holding History

Hefty Wealth Partners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$167K Hold
510
– – 0.11% 93
2017
Q4 		$150K Hold
510
– – 0.09% 91
2017
Q3 		$130K Hold
510
– – 0.09% 88
2017
Q2 		$100K Sell
510
-3,666
-88% -$682K 0.07% 94
2017
Q1 		$738K Buy
4,176
+3,666
+719% +$624K 0.54% 69
2016
Q4 		$79K Sell
510
-8,405
-94% -$1.23M 0.07% 94
2016
Q3 		$1.17M Buy
8,915
+762
+9% +$100K 0.89% 34
2016
Q2 		$1.06M Buy
+8,153
New +$1.06M 0.87% 42

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hefty Wealth Partners held its Boeing (BA) position steady in Q1 2018 at 510 shares worth $167K. The position accounts for 0.11% of the portfolio, ranked #93.

Hefty Wealth Partners first reported a position in BA in Q2 2016 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2016. 1,888 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • Hefty Wealth Partners held 510 shares of Boeing worth $167K as of Q1 2018.
  • Hefty Wealth Partners left its Boeing share count unchanged in Q1 2018.
  • Boeing made up 0.11% of Hefty Wealth Partners's portfolio in Q1 2018, its #93 holding.
  • Hefty Wealth Partners first reported a position in Boeing in Q2 2016 and has held it in 8 quarters since.
  • Hefty Wealth Partners's Boeing position peaked at $1.17M in Q3 2016.
  • 1,888 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

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