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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return