Hefty Wealth Partners’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$4K	Hold	81	–	–	﹤0.01%	216
2017 Q4	$5K	Hold	81	–	–	﹤0.01%	212
2017 Q3	$4K	Hold	81	–	–	﹤0.01%	215
2017 Q2	$4K	Hold	81	–	–	﹤0.01%	199
2017 Q1	$3K	Hold	81	–	–	﹤0.01%	215
2016 Q4	$3K	Hold	81	–	–	﹤0.01%	207
2016 Q3	$3K	Hold	81	–	–	﹤0.01%	210
2016 Q2	$2K	Hold	81	–	–	﹤0.01%	194
2016 Q1	$3K	Hold	81	–	–	﹤0.01%	190
2015 Q4	$4K	Buy	+81	New	+$4K	﹤0.01%	166

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

Hefty Wealth Partners held its Delta Air Lines (DAL) position steady in Q1 2018 at 81 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Hefty Wealth Partners first reported a position in DAL in Q4 2015 and has held it in 10 quarters since. The position peaked at $5K in Q4 2017. 989 funds tracked by Wall St. Rank hold DAL as of Q1 2018.

Hefty Wealth Partners held 81 shares of Delta Air Lines worth $4K as of Q1 2018.
Hefty Wealth Partners left its Delta Air Lines share count unchanged in Q1 2018.
Delta Air Lines made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #216 holding.
Hefty Wealth Partners first reported a position in Delta Air Lines in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Delta Air Lines position peaked at $5K in Q4 2017.
989 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2018.

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