HWP
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Hefty Wealth Partners’s Best Buy BBY Stock Holding History

Hefty Wealth Partners’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-56
Closed -$2K – 244
2017
Q1 		$2K Buy
+56
New +$2.5K ﹤0.01% 224
2016
Q3 		– Sell
-28,112
Closed -$860K – 242
2016
Q2 		$860K Buy
28,112
+1,856
+7% +$58.4K 0.71% 52
2016
Q1 		$851K Buy
26,256
+4,491
+21% +$136K 0.8% 47
2015
Q4 		$662K Buy
+21,765
New +$720K 0.63% 58

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return