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Hefty Wealth Partners’s Cleveland-Cliffs CLF Stock Holding History

Hefty Wealth Partners’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$6K Hold
900
– – ﹤0.01% 199
2017
Q4 		$6K Hold
900
– – ﹤0.01% 204
2017
Q3 		$6K Hold
900
– – ﹤0.01% 198
2017
Q2 		$6K Hold
900
– – ﹤0.01% 181
2017
Q1 		$7K Hold
900
– – 0.01% 181
2016
Q4 		$7K Buy
+900
New +$6.78K 0.01% 175

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hefty Wealth Partners held its Cleveland-Cliffs (CLF) position steady in Q1 2018 at 900 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Hefty Wealth Partners first reported a position in CLF in Q4 2016 and has held it in 6 quarters since. The position peaked at $7K in Q1 2017. 259 funds tracked by Wall St. Rank hold CLF as of Q1 2018.

  • Hefty Wealth Partners held 900 shares of Cleveland-Cliffs worth $6K as of Q1 2018.
  • Hefty Wealth Partners left its Cleveland-Cliffs share count unchanged in Q1 2018.
  • Cleveland-Cliffs made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #199 holding.
  • Hefty Wealth Partners first reported a position in Cleveland-Cliffs in Q4 2016 and has held it in 6 quarters since.
  • Hefty Wealth Partners's Cleveland-Cliffs position peaked at $7K in Q1 2017.
  • 259 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2018.

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