Hefty Wealth Partners’s HP HPQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$9K	Hold	433	–	–	0.01%	185
2017 Q4	$9K	Hold	433	–	–	0.01%	188
2017 Q3	$9K	Hold	433	–	–	0.01%	184
2017 Q2	$7K	Hold	433	–	–	﹤0.01%	178
2017 Q1	$7K	Hold	433	–	–	0.01%	183
2016 Q4	$6K	Hold	433	–	–	0.01%	182
2016 Q3	$6K	Buy	+433	New	+$6.17K	﹤0.01%	188

Other funds holding HPQ

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Hefty Wealth Partners held its HP (HPQ) position steady in Q1 2018 at 433 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #185.

Hefty Wealth Partners first reported a position in HPQ in Q3 2016 and has held it in 7 quarters since. 949 funds tracked by Wall St. Rank hold HPQ as of Q1 2018.

Hefty Wealth Partners held 433 shares of HP worth $9K as of Q1 2018.
Hefty Wealth Partners left its HP share count unchanged in Q1 2018.
HP made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #185 holding.
Hefty Wealth Partners first reported a position in HP in Q3 2016 and has held it in 7 quarters since.
949 funds tracked by Wall St. Rank held HP as of Q1 2018.

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