Hefty Wealth Partners’s FedEx FDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$162K	Buy	675 +45	+7%	+$11.4K	0.1%	94
2017 Q4	$157K	Hold	630	–	–	0.1%	90
2017 Q3	$142K	Hold	630	–	–	0.09%	85
2017 Q2	$136K	Buy	630 +130	+26%	+$25.7K	0.09%	85
2017 Q1	$97K	Buy	500 +200	+67%	+$38.2K	0.07%	92
2016 Q4	$55K	Hold	300	–	–	0.05%	113
2016 Q3	$52K	Buy	+300	New	+$49.1K	0.04%	125

Other funds holding FDX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Hefty Wealth Partners increased its FedEx (FDX) stake by 7.1% in Q1 2018, buying an estimated $11.4K and bringing the position to 675 shares worth $162K. The position accounts for 0.1% of the portfolio, ranked #94.

Hefty Wealth Partners first reported a position in FDX in Q3 2016 and has held it in 7 quarters since. 1,399 funds tracked by Wall St. Rank hold FDX as of Q1 2018.

Hefty Wealth Partners held 675 shares of FedEx worth $162K as of Q1 2018.
Hefty Wealth Partners bought 45 FedEx shares in Q1 2018, an estimated $11.4K.
FedEx made up 0.1% of Hefty Wealth Partners's portfolio in Q1 2018, its #94 holding.
Hefty Wealth Partners first reported a position in FedEx in Q3 2016 and has held it in 7 quarters since.
1,399 funds tracked by Wall St. Rank held FedEx as of Q1 2018.

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