HWP
CA

Hefty Wealth Partners’s CA, Inc. CA Stock Holding History

Hefty Wealth Partners’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,269
Closed -$175K – 290
2017
Q4 		$175K Sell
5,269
-31
-0.6% -$1.03K 0.11% 88
2017
Q3 		$177K Sell
5,300
-16
-0.3% -$529 0.12% 84
2017
Q2 		$183K Buy
5,316
+32
+0.6% +$1.03K 0.13% 78
2017
Q1 		$167K Buy
5,284
+5,182
+5,080% +$167K 0.12% 83
2016
Q4 		$3K Sell
102
-34,613
-100% -$1.11M ﹤0.01% 216
2016
Q3 		$1.15M Buy
34,715
+1,150
+3% +$38.8K 0.87% 35
2016
Q2 		$1.1M Buy
33,565
+33,463
+32,807% +$1.05M 0.91% 40
2016
Q1 		$3K Hold
102
– – ﹤0.01% 199
2015
Q4 		$2K Buy
+102
New +$2.86K ﹤0.01% 200

Other funds holding CA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Hefty Wealth Partners sold out of CA, Inc. (CA) in Q1 2018, closing a stake of 5,269 shares — an estimated $175K sold.

Hefty Wealth Partners first reported a position in CA in Q4 2015 and held it in 9 quarters. The position peaked at $1.15M in Q3 2016. 546 funds tracked by Wall St. Rank hold CA as of Q1 2018.

  • Hefty Wealth Partners reported no remaining CA, Inc. position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 5,269 CA, Inc. shares in Q1 2018, an estimated $175K.
  • Hefty Wealth Partners first reported a position in CA, Inc. in Q4 2015 and held it in 9 quarters.
  • Hefty Wealth Partners's CA, Inc. position peaked at $1.15M in Q3 2016.
  • 546 funds tracked by Wall St. Rank held CA, Inc. as of Q1 2018.

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