Hefty Wealth Partners’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$35K	Hold	320	–	–	0.02%	156
2017 Q4	$29K	Hold	320	–	–	0.02%	155
2017 Q3	$26K	Hold	320	–	–	0.02%	154
2017 Q2	$24K	Hold	320	–	–	0.02%	143
2017 Q1	$21K	Hold	320	–	–	0.02%	150
2016 Q4	$21K	Hold	320	–	–	0.02%	144
2016 Q3	$21K	Hold	320	–	–	0.02%	155
2016 Q2	$20K	Hold	320	–	–	0.02%	127
2016 Q1	$18K	Hold	320	–	–	0.02%	132
2015 Q4	$17K	Buy	+320	New	+$17.9K	0.02%	127

Other funds holding BR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return