Hefty Wealth Partners’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$54K	Sell	835 -2,171	-72%	-$161K	0.03%	140
2017 Q4	$251K	Sell	3,006 -434	-13%	-$41.4K	0.16%	81
2017 Q3	$399K	Sell	3,440 -1,614	-32%	-$195K	0.26%	74
2017 Q2	$654K	Buy	5,054 +4,687	+1,277%	+$642K	0.45%	67
2017 Q1	$52K	Sell	367 -10,006	-96%	-$1.45M	0.04%	125
2016 Q4	$1.57M	Buy	10,373 +182	+2%	+$26.4K	1.32%	26
2016 Q3	$1.45M	Buy	10,191 +384	+4%	+$57.3K	1.1%	29
2016 Q2	$1.48M	Buy	9,807 +9,707	+9,707%	+$1.42M	1.22%	28
2016 Q1	$15K	Sell	100 -8,851	-99%	-$1.25M	0.01%	136
2015 Q4	$1.34M	Buy	+8,951	New	+$1.27M	1.27%	22

Other funds holding GE

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Hefty Wealth Partners reduced its GE Aerospace (GE) stake by 72% in Q1 2018, selling an estimated $161K and leaving 835 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #140.

Hefty Wealth Partners first reported a position in GE in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2016. 1,985 funds tracked by Wall St. Rank hold GE as of Q1 2018.

Hefty Wealth Partners held 835 shares of GE Aerospace worth $54K as of Q1 2018.
Hefty Wealth Partners sold 2,171 GE Aerospace shares in Q1 2018, an estimated $161K.
GE Aerospace made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #140 holding.
Hefty Wealth Partners first reported a position in GE Aerospace in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's GE Aerospace position peaked at $1.57M in Q4 2016.
1,985 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2018.

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