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Hefty Wealth Partners’s Omega Healthcare OHI Stock Holding History

Hefty Wealth Partners’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-336
Closed -$11K – 261
2017
Q3 		$11K Hold
336
– – 0.01% 179
2017
Q2 		$11K Hold
336
– – 0.01% 166
2017
Q1 		$11K Hold
336
– – 0.01% 168
2016
Q4 		$10K Hold
336
– – 0.01% 161
2016
Q3 		$11K Hold
336
– – 0.01% 169
2016
Q2 		$11K Hold
336
– – 0.01% 140
2016
Q1 		$11K Hold
336
– – 0.01% 148
2015
Q4 		$11K Buy
+336
New +$11.6K 0.01% 139

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Hefty Wealth Partners's OHI Position: Q4 2017 in Review

Hefty Wealth Partners sold out of Omega Healthcare (OHI) in Q4 2017, closing a stake of 336 shares — an estimated $11K sold.

Hefty Wealth Partners first reported a position in OHI in Q4 2015 and held it in 8 quarters. The position peaked at $11K in Q3 2017. 415 funds tracked by Wall St. Rank hold OHI as of Q4 2017.

  • Hefty Wealth Partners reported no remaining Omega Healthcare position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 336 Omega Healthcare shares in Q4 2017, an estimated $11K.
  • Hefty Wealth Partners first reported a position in Omega Healthcare in Q4 2015 and held it in 8 quarters.
  • Hefty Wealth Partners's Omega Healthcare position peaked at $11K in Q3 2017.
  • 415 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.