Hefty Wealth Partners’s Fortive FTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-32	Closed	-$1K	–	241
2016 Q3	$1K	Buy	+32	New	+$1.03K	﹤0.01%	234

Other funds holding FTV

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hefty Wealth Partners's FTV Position: Q4 2016 in Review

Hefty Wealth Partners sold out of Fortive (FTV) in Q4 2016, closing a stake of 32 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in FTV in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 774 funds tracked by Wall St. Rank hold FTV as of Q4 2016.

Hefty Wealth Partners reported no remaining Fortive position as of Q4 2016 after selling out during the quarter.
Hefty Wealth Partners sold 32 Fortive shares in Q4 2016, an estimated $1K.
Hefty Wealth Partners first reported a position in Fortive in Q3 2016 and held it in 1 quarter.
Hefty Wealth Partners's Fortive position peaked at $1K in Q3 2016.
774 funds tracked by Wall St. Rank held Fortive as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.