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Hefty Wealth Partners’s Carnival Corporation Ltd CCL Stock Holding History

Hefty Wealth Partners’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1.23M Buy
+18,791
New +$1.28M 0.79% 41

Other funds holding CCL

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in Carnival Corporation Ltd (CCL) in Q1 2018: 18,791 shares worth $1.23M. The stake represents 0.79% of the portfolio and ranks #41 among its holdings.

838 funds tracked by Wall St. Rank hold CCL as of Q1 2018.

  • Hefty Wealth Partners held 18,791 shares of Carnival Corporation Ltd worth $1.23M as of Q1 2018.
  • Carnival Corporation Ltd was a new Hefty Wealth Partners position in Q1 2018.
  • Carnival Corporation Ltd made up 0.79% of Hefty Wealth Partners's portfolio in Q1 2018, its #41 holding.
  • 838 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2018.

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