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Hefty Wealth Partners’s Microsoft MSFT Stock Holding History

Hefty Wealth Partners’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$145K Hold
1,587
– – 0.09% 95
2017
Q4 		$136K Sell
1,587
-61
-4% -$5K 0.08% 95
2017
Q3 		$123K Hold
1,648
– – 0.08% 92
2017
Q2 		$113K Buy
1,648
+653
+66% +$44.8K 0.08% 90
2017
Q1 		$65K Buy
995
+120
+14% +$7.69K 0.05% 115
2016
Q4 		$54K Hold
875
– – 0.05% 115
2016
Q3 		$50K Hold
875
– – 0.04% 128
2016
Q2 		$44K Hold
875
– – 0.04% 113
2016
Q1 		$48K Sell
875
-207
-19% -$10.9K 0.04% 104
2015
Q4 		$60K Buy
+1,082
New +$56.9K 0.06% 101

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Hefty Wealth Partners held its Microsoft (MSFT) position steady in Q1 2018 at 1,587 shares worth $145K. The position accounts for 0.09% of the portfolio, ranked #95.

Hefty Wealth Partners first reported a position in MSFT in Q4 2015 and has held it in 10 quarters since. 2,787 funds tracked by Wall St. Rank hold MSFT as of Q1 2018.

  • Hefty Wealth Partners held 1,587 shares of Microsoft worth $145K as of Q1 2018.
  • Hefty Wealth Partners left its Microsoft share count unchanged in Q1 2018.
  • Microsoft made up 0.09% of Hefty Wealth Partners's portfolio in Q1 2018, its #95 holding.
  • Hefty Wealth Partners first reported a position in Microsoft in Q4 2015 and has held it in 10 quarters since.
  • 2,787 funds tracked by Wall St. Rank held Microsoft as of Q1 2018.

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