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Hefty Wealth Partners’s Comcast CMCSA Stock Holding History

Hefty Wealth Partners’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$5K Sell
154
-11,247
-99% -$436K ﹤0.01% 208
2017
Q4 		$457K Buy
11,401
+11,075
+3,397% +$416K 0.28% 74
2017
Q3 		$13K Buy
326
+172
+112% +$6.78K 0.01% 174
2017
Q2 		$5K Hold
154
– – ﹤0.01% 192
2017
Q1 		$5K Hold
154
– – ﹤0.01% 193
2016
Q4 		$5K Hold
154
– – ﹤0.01% 188
2016
Q3 		$5K Buy
+154
New +$5.13K ﹤0.01% 192

Other funds holding CMCSA

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Hefty Wealth Partners reduced its Comcast (CMCSA) stake by 99% in Q1 2018, selling an estimated $436K and leaving 154 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Hefty Wealth Partners first reported a position in CMCSA in Q3 2016 and has held it in 7 quarters since. The position peaked at $457K in Q4 2017. 1,655 funds tracked by Wall St. Rank hold CMCSA as of Q1 2018.

  • Hefty Wealth Partners held 154 shares of Comcast worth $5K as of Q1 2018.
  • Hefty Wealth Partners sold 11,247 Comcast shares in Q1 2018, an estimated $436K.
  • Comcast made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #208 holding.
  • Hefty Wealth Partners first reported a position in Comcast in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Comcast position peaked at $457K in Q4 2017.
  • 1,655 funds tracked by Wall St. Rank held Comcast as of Q1 2018.

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