HWP
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Hefty Wealth Partners’s Howmet Aerospace HWM Stock Holding History

Hefty Wealth Partners’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$6K Hold
347
– – ﹤0.01% 200
2017
Q4 		$7K Hold
347
– – ﹤0.01% 197
2017
Q3 		$7K Hold
347
– – ﹤0.01% 192
2017
Q2 		$6K Hold
347
– – ﹤0.01% 183
2017
Q1 		$7K Buy
+347
New +$6.82K 0.01% 184

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hefty Wealth Partners held its Howmet Aerospace (HWM) position steady in Q1 2018 at 347 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Hefty Wealth Partners first reported a position in HWM in Q1 2017 and has held it in 5 quarters since. The position peaked at $7K in Q4 2017. 530 funds tracked by Wall St. Rank hold HWM as of Q1 2018.

  • Hefty Wealth Partners held 347 shares of Howmet Aerospace worth $6K as of Q1 2018.
  • Hefty Wealth Partners left its Howmet Aerospace share count unchanged in Q1 2018.
  • Howmet Aerospace made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #200 holding.
  • Hefty Wealth Partners first reported a position in Howmet Aerospace in Q1 2017 and has held it in 5 quarters since.
  • Hefty Wealth Partners's Howmet Aerospace position peaked at $7K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2018.

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