Hefty Wealth Partners’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$751K	Buy	+67,753	New	+$764K	0.48%	66
2017 Q4	–	Sell	-40,177	Closed	-$481K	–	256
2017 Q3	$481K	Buy	40,177 +39,747	+9,243%	+$448K	0.32%	70
2017 Q2	$4K	Hold	430	–	–	﹤0.01%	200
2017 Q1	$5K	Hold	430	–	–	﹤0.01%	194
2016 Q4	$5K	Hold	430	–	–	﹤0.01%	189
2016 Q3	$5K	Hold	430	–	–	﹤0.01%	193
2016 Q2	$5K	Hold	430	–	–	﹤0.01%	163
2016 Q1	$5K	Hold	430	–	–	﹤0.01%	167
2015 Q4	$6K	Buy	+430	New	+$6.23K	0.01%	157

Other funds holding F

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Hefty Wealth Partners opened a new position in Ford (F) in Q1 2018: 67,753 shares worth $751K. The stake represents 0.48% of the portfolio and ranks #66 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in F as recently as Q3 2017.

Hefty Wealth Partners first reported a position in F in Q4 2015 and has held it in 9 quarters since. 1,179 funds tracked by Wall St. Rank hold F as of Q1 2018.

Hefty Wealth Partners held 67,753 shares of Ford worth $751K as of Q1 2018.
Ford was a new Hefty Wealth Partners position in Q1 2018.
Ford made up 0.48% of Hefty Wealth Partners's portfolio in Q1 2018, its #66 holding.
Hefty Wealth Partners first reported a position in Ford in Q4 2015 and has held it in 9 quarters since.
1,179 funds tracked by Wall St. Rank held Ford as of Q1 2018.

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