Hefty Wealth Partners’s The Gap Inc GAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-26,447	Closed	-$581K	–	272
2017 Q2	$581K	Buy	26,447 +25,717	+3,523%	+$612K	0.4%	70
2017 Q1	$17K	Sell	730 -16,702	-96%	-$399K	0.01%	157
2016 Q4	$391K	Sell	17,432 -21,382	-55%	-$550K	0.33%	64
2016 Q3	$863K	Sell	38,814 -24,019	-38%	-$580K	0.66%	56
2016 Q2	$1.33M	Buy	62,833 +7,300	+13%	+$155K	1.1%	32
2016 Q1	$1.63M	Buy	55,533 +29,016	+109%	+$762K	1.53%	19
2015 Q4	$654K	Buy	+26,517	New	+$707K	0.62%	59

Other funds holding GAP

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Hefty Wealth Partners's GAP Position: Q3 2017 in Review

Hefty Wealth Partners sold out of The Gap Inc (GAP) in Q3 2017, closing a stake of 26,447 shares — an estimated $581K sold.

Hefty Wealth Partners first reported a position in GAP in Q4 2015 and held it in 7 quarters. The position peaked at $1.63M in Q1 2016. 444 funds tracked by Wall St. Rank hold GAP as of Q3 2017.

Hefty Wealth Partners reported no remaining The Gap Inc position as of Q3 2017 after selling out during the quarter.
Hefty Wealth Partners sold 26,447 The Gap Inc shares in Q3 2017, an estimated $581K.
Hefty Wealth Partners first reported a position in The Gap Inc in Q4 2015 and held it in 7 quarters.
Hefty Wealth Partners's The Gap Inc position peaked at $1.63M in Q1 2016.
444 funds tracked by Wall St. Rank held The Gap Inc as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.