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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

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

Hefty Wealth Partners held its Broadridge (BR) position steady in Q1 2018 at 320 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #156.

Hefty Wealth Partners first reported a position in BR in Q4 2015 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold BR as of Q1 2018.

Hefty Wealth Partners held 320 shares of Broadridge worth $35K as of Q1 2018.
Hefty Wealth Partners left its Broadridge share count unchanged in Q1 2018.
Broadridge made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #156 holding.
Hefty Wealth Partners first reported a position in Broadridge in Q4 2015 and has held it in 10 quarters since.
629 funds tracked by Wall St. Rank held Broadridge as of Q1 2018.

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