Hefty Wealth Partners’s Baxter International BAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$6K	Hold	97	–	–	﹤0.01%	198
2017 Q4	$6K	Hold	97	–	–	﹤0.01%	203
2017 Q3	$6K	Hold	97	–	–	﹤0.01%	197
2017 Q2	$5K	Hold	97	–	–	﹤0.01%	191
2017 Q1	$5K	Hold	97	–	–	﹤0.01%	192
2016 Q4	$4K	Hold	97	–	–	﹤0.01%	198
2016 Q3	$4K	Hold	97	–	–	﹤0.01%	201
2016 Q2	$4K	Sell	97 -359	-79%	-$15.7K	﹤0.01%	170
2016 Q1	$18K	Hold	456	–	–	0.02%	131
2015 Q4	$17K	Buy	+456	New	+$16.7K	0.02%	126

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Hefty Wealth Partners held its Baxter International (BAX) position steady in Q1 2018 at 97 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Hefty Wealth Partners first reported a position in BAX in Q4 2015 and has held it in 10 quarters since. The position peaked at $18K in Q1 2016. 1,060 funds tracked by Wall St. Rank hold BAX as of Q1 2018.

Hefty Wealth Partners held 97 shares of Baxter International worth $6K as of Q1 2018.
Hefty Wealth Partners left its Baxter International share count unchanged in Q1 2018.
Baxter International made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #198 holding.
Hefty Wealth Partners first reported a position in Baxter International in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Baxter International position peaked at $18K in Q1 2016.
1,060 funds tracked by Wall St. Rank held Baxter International as of Q1 2018.

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