Hefty Wealth Partners’s DuPont de Nemours DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-4,509	Closed	-$791K	–	251
2017 Q3	$791K	Buy	4,509 +4,417	+4,801%	+$737K	0.52%	57
2017 Q2	$14K	Sell	92 -4,133	-98%	-$657K	0.01%	154
2017 Q1	$679K	Sell	4,225 -3,433	-45%	-$533K	0.49%	72
2016 Q4	$1.11M	Buy	7,658 +7,566	+8,224%	+$1.05M	0.93%	35
2016 Q3	$12K	Sell	92 -8,090	-99%	-$1.08M	0.01%	166
2016 Q2	$1.03M	Buy	8,182 +72	+0.9%	+$9.47K	0.85%	44
2016 Q1	$1.04M	Buy	8,110 +8,018	+8,715%	+$961K	0.98%	36
2015 Q4	$11K	Buy	+92	New	+$11.8K	0.01%	138

Other funds holding DD

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Hefty Wealth Partners's DD Position: Q4 2017 in Review

Hefty Wealth Partners sold out of DuPont de Nemours (DD) in Q4 2017, closing a stake of 4,509 shares — an estimated $791K sold.

Hefty Wealth Partners first reported a position in DD in Q4 2015 and held it in 8 quarters. The position peaked at $1.11M in Q4 2016. 1,865 funds tracked by Wall St. Rank hold DD as of Q4 2017.

Hefty Wealth Partners reported no remaining DuPont de Nemours position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 4,509 DuPont de Nemours shares in Q4 2017, an estimated $791K.
Hefty Wealth Partners first reported a position in DuPont de Nemours in Q4 2015 and held it in 8 quarters.
Hefty Wealth Partners's DuPont de Nemours position peaked at $1.11M in Q4 2016.
1,865 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.