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Hefty Wealth Partners’s KLA KLAC Stock Holding History

Hefty Wealth Partners’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-93,660
Closed -$890K – 256
2017
Q1 		$890K Buy
+93,660
New +$825K 0.65% 61
2016
Q4 		– Sell
-146,230
Closed -$1.02M – 248
2016
Q3 		$1.02M Buy
146,230
+6,520
+5% +$46.9K 0.77% 46
2016
Q2 		$1.02M Buy
+139,710
New +$1M 0.84% 45

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Hefty Wealth Partners's KLAC Position: Q2 2017 in Review

Hefty Wealth Partners sold out of KLA (KLAC) in Q2 2017, closing a stake of 93,660 shares — an estimated $890K sold.

Hefty Wealth Partners first reported a position in KLAC in Q2 2016 and held it in 3 quarters. The position peaked at $1.02M in Q2 2016. 538 funds tracked by Wall St. Rank hold KLAC as of Q2 2017.

  • Hefty Wealth Partners reported no remaining KLA position as of Q2 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 93,660 KLA shares in Q2 2017, an estimated $890K.
  • Hefty Wealth Partners first reported a position in KLA in Q2 2016 and held it in 3 quarters.
  • Hefty Wealth Partners's KLA position peaked at $1.02M in Q2 2016.
  • 538 funds tracked by Wall St. Rank held KLA as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.