Hefty Wealth Partners’s Deere & Co DE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-866	Closed	-$94K	–	247
2017 Q1	$94K	Hold	866	–	–	0.07%	93
2016 Q4	$89K	Hold	866	–	–	0.07%	85
2016 Q3	$73K	Buy	+866	New	+$70.8K	0.06%	105
2016 Q2	–	Sell	-11,985	Closed	-$922K	–	216
2016 Q1	$922K	Buy	11,985 +1,561	+15%	+$122K	0.86%	43
2015 Q4	$795K	Buy	+10,424	New	+$807K	0.76%	43

Other funds holding DE

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hefty Wealth Partners's DE Position: Q2 2017 in Review

Hefty Wealth Partners sold out of Deere & Co (DE) in Q2 2017, closing a stake of 866 shares — an estimated $94K sold.

Hefty Wealth Partners first reported a position in DE in Q4 2015 and held it in 5 quarters. The position peaked at $922K in Q1 2016. 1,047 funds tracked by Wall St. Rank hold DE as of Q2 2017.

Hefty Wealth Partners reported no remaining Deere & Co position as of Q2 2017 after selling out during the quarter.
Hefty Wealth Partners sold 866 Deere & Co shares in Q2 2017, an estimated $94K.
Hefty Wealth Partners first reported a position in Deere & Co in Q4 2015 and held it in 5 quarters.
Hefty Wealth Partners's Deere & Co position peaked at $922K in Q1 2016.
1,047 funds tracked by Wall St. Rank held Deere & Co as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.