Hefty Wealth Partners’s Cisco CSCO Stock Holding History

Hefty Wealth Partners’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$22K	Sell	524 -36,826	-99%	-$1.56M	0.01%	165
2017 Q4	$1.43M	Sell	37,350 -19,648	-34%	-$702K	0.89%	36
2017 Q3	$1.92M	Buy	56,998 +816	+1%	+$26K	1.27%	28
2017 Q2	$1.76M	Sell	56,182 -12,300	-18%	-$401K	1.2%	30
2017 Q1	$2.31M	Buy	68,482 +68,048	+15,679%	+$2.21M	1.68%	23
2016 Q4	$13K	Hold	434	–	–	0.01%	154
2016 Q3	$13K	Sell	434 -36,223	-99%	-$1.11M	0.01%	164
2016 Q2	$1.05M	Buy	36,657 +36,223	+8,346%	+$1.02M	0.87%	43
2016 Q1	$12K	Hold	434	–	–	0.01%	144
2015 Q4	$11K	Buy	+434	New	+$12K	0.01%	137

Other funds holding CSCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hefty Wealth Partners reduced its Cisco (CSCO) stake by 99% in Q1 2018, selling an estimated $1.56M and leaving 524 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #165.

Hefty Wealth Partners first reported a position in CSCO in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.31M in Q1 2017. 2,187 funds tracked by Wall St. Rank hold CSCO as of Q1 2018.

Hefty Wealth Partners held 524 shares of Cisco worth $22K as of Q1 2018.
Hefty Wealth Partners sold 36,826 Cisco shares in Q1 2018, an estimated $1.56M.
Cisco made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #165 holding.
Hefty Wealth Partners first reported a position in Cisco in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Cisco position peaked at $2.31M in Q1 2017.
2,187 funds tracked by Wall St. Rank held Cisco as of Q1 2018.

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