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Hefty Wealth Partners’s Illinois Tool Works ITW Stock Holding History

Hefty Wealth Partners’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$101K Hold
646
– – 0.07% 104
2017
Q4 		$108K Hold
646
– – 0.07% 102
2017
Q3 		$96K Hold
646
– – 0.06% 100
2017
Q2 		$92K Hold
646
– – 0.06% 99
2017
Q1 		$85K Hold
646
– – 0.06% 100
2016
Q4 		$79K Hold
646
– – 0.07% 95
2016
Q3 		$77K Buy
+646
New +$75K 0.06% 102

Other funds holding ITW

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hefty Wealth Partners held its Illinois Tool Works (ITW) position steady in Q1 2018 at 646 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #104.

Hefty Wealth Partners first reported a position in ITW in Q3 2016 and has held it in 7 quarters since. The position peaked at $108K in Q4 2017. 1,248 funds tracked by Wall St. Rank hold ITW as of Q1 2018.

  • Hefty Wealth Partners held 646 shares of Illinois Tool Works worth $101K as of Q1 2018.
  • Hefty Wealth Partners left its Illinois Tool Works share count unchanged in Q1 2018.
  • Illinois Tool Works made up 0.07% of Hefty Wealth Partners's portfolio in Q1 2018, its #104 holding.
  • Hefty Wealth Partners first reported a position in Illinois Tool Works in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Illinois Tool Works position peaked at $108K in Q4 2017.
  • 1,248 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2018.

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