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Hefty Wealth Partners’s W.W. Grainger GWW Stock Holding History

Hefty Wealth Partners’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$62K Hold
220
– – 0.04% 132
2017
Q4 		$52K Sell
220
-2,687
-92% -$556K 0.03% 142
2017
Q3 		$523K Buy
2,907
+2,687
+1,221% +$453K 0.35% 66
2017
Q2 		$39K Hold
220
– – 0.03% 133
2017
Q1 		$51K Hold
220
– – 0.04% 128
2016
Q4 		$51K Hold
220
– – 0.04% 119
2016
Q3 		$49K Buy
+220
New +$49.4K 0.04% 130

Other funds holding GWW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Hefty Wealth Partners held its W.W. Grainger (GWW) position steady in Q1 2018 at 220 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #132.

Hefty Wealth Partners first reported a position in GWW in Q3 2016 and has held it in 7 quarters since. The position peaked at $523K in Q3 2017. 649 funds tracked by Wall St. Rank hold GWW as of Q1 2018.

  • Hefty Wealth Partners held 220 shares of W.W. Grainger worth $62K as of Q1 2018.
  • Hefty Wealth Partners left its W.W. Grainger share count unchanged in Q1 2018.
  • W.W. Grainger made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #132 holding.
  • Hefty Wealth Partners first reported a position in W.W. Grainger in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's W.W. Grainger position peaked at $523K in Q3 2017.
  • 649 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2018.

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