Hefty Wealth Partners’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-137	Closed	-$5K	–	243
2017 Q4	$5K	Sell	137 -2	-1%	-$72	﹤0.01%	211
2017 Q3	$5K	Buy	+139	New	+$4.42K	﹤0.01%	205

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hefty Wealth Partners sold out of BP (BP) in Q1 2018, closing a stake of 137 shares — an estimated $5K sold.

Hefty Wealth Partners first reported a position in BP in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2018.

Hefty Wealth Partners reported no remaining BP position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 137 BP shares in Q1 2018, an estimated $5K.
Hefty Wealth Partners first reported a position in BP in Q3 2017 and held it in 2 quarters.
Hefty Wealth Partners's BP position peaked at $5K in Q4 2017.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2018.

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