HWP
BFH icon

Hefty Wealth Partners’s Bread Financial BFH Stock Holding History

Hefty Wealth Partners’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-21
Closed -$4K – 250
2017
Q3 		$4K Hold
21
– – ﹤0.01% 213
2017
Q2 		$4K Hold
21
– – ﹤0.01% 198
2017
Q1 		$4K Hold
21
– – ﹤0.01% 202
2016
Q4 		$3K Hold
21
– – ﹤0.01% 204
2016
Q3 		$3K Hold
21
– – ﹤0.01% 207
2016
Q2 		$3K Hold
21
– – ﹤0.01% 179
2016
Q1 		$3K Hold
21
– – ﹤0.01% 186
2015
Q4 		$4K Buy
+21
New +$4.75K ﹤0.01% 164

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Hefty Wealth Partners's BFH Position: Q4 2017 in Review

Hefty Wealth Partners sold out of Bread Financial (BFH) in Q4 2017, closing a stake of 21 shares — an estimated $4K sold.

Hefty Wealth Partners first reported a position in BFH in Q4 2015 and held it in 8 quarters. The position peaked at $4K in Q3 2017. 536 funds tracked by Wall St. Rank hold BFH as of Q4 2017.

  • Hefty Wealth Partners reported no remaining Bread Financial position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 21 Bread Financial shares in Q4 2017, an estimated $4K.
  • Hefty Wealth Partners first reported a position in Bread Financial in Q4 2015 and held it in 8 quarters.
  • Hefty Wealth Partners's Bread Financial position peaked at $4K in Q3 2017.
  • 536 funds tracked by Wall St. Rank held Bread Financial as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.