Hefty Wealth Partners’s Intel INTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$95K	Hold	1,819	–	–	0.06%	107
2017 Q4	$84K	Hold	1,819	–	–	0.05%	113
2017 Q3	$69K	Sell	1,819 -18,621	-91%	-$662K	0.05%	120
2017 Q2	$689K	Buy	20,440 +18,532	+971%	+$663K	0.47%	65
2017 Q1	$68K	Buy	1,908 +89	+5%	+$3.22K	0.05%	108
2016 Q4	$65K	Hold	1,819	–	–	0.05%	103
2016 Q3	$68K	Buy	1,819 +600	+49%	+$21.2K	0.05%	110
2016 Q2	$39K	Hold	1,219	–	–	0.03%	118
2016 Q1	$39K	Hold	1,219	–	–	0.04%	116
2015 Q4	$41K	Buy	+1,219	New	+$41.2K	0.04%	113

Other funds holding INTC

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Hefty Wealth Partners held its Intel (INTC) position steady in Q1 2018 at 1,819 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #107.

Hefty Wealth Partners first reported a position in INTC in Q4 2015 and has held it in 10 quarters since. The position peaked at $689K in Q2 2017. 2,215 funds tracked by Wall St. Rank hold INTC as of Q1 2018.

Hefty Wealth Partners held 1,819 shares of Intel worth $95K as of Q1 2018.
Hefty Wealth Partners left its Intel share count unchanged in Q1 2018.
Intel made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #107 holding.
Hefty Wealth Partners first reported a position in Intel in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Intel position peaked at $689K in Q2 2017.
2,215 funds tracked by Wall St. Rank held Intel as of Q1 2018.

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