Hefty Wealth Partners’s PPG Industries PPG Stock Holding History

Hefty Wealth Partners’s Portfolio PPG Stock Details PPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$98K	Sell	882 -100	-10%	-$11.6K	0.06%	106
2017 Q4	$115K	Hold	982	–	–	0.07%	99
2017 Q3	$107K	Buy	982 +100	+11%	+$10.6K	0.07%	98
2017 Q2	$96K	Hold	882	–	–	0.07%	96
2017 Q1	$92K	Hold	882	–	–	0.07%	94
2016 Q4	$83K	Hold	882	–	–	0.07%	90
2016 Q3	$91K	Buy	882 +744	+539%	+$78.1K	0.07%	95
2016 Q2	$14K	Hold	138	–	–	0.01%	135
2016 Q1	$15K	Hold	138	–	–	0.01%	137
2015 Q4	$13K	Buy	+138	New	+$13.9K	0.01%	134

Other funds holding PPG

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Hefty Wealth Partners reduced its PPG Industries (PPG) stake by 10% in Q1 2018, selling an estimated $11.6K and leaving 882 shares worth $98K. The position accounts for 0.06% of the portfolio, ranked #106.

Hefty Wealth Partners first reported a position in PPG in Q4 2015 and has held it in 10 quarters since. The position peaked at $115K in Q4 2017. 875 funds tracked by Wall St. Rank hold PPG as of Q1 2018.

Hefty Wealth Partners held 882 shares of PPG Industries worth $98K as of Q1 2018.
Hefty Wealth Partners sold 100 PPG Industries shares in Q1 2018, an estimated $11.6K.
PPG Industries made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #106 holding.
Hefty Wealth Partners first reported a position in PPG Industries in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's PPG Industries position peaked at $115K in Q4 2017.
875 funds tracked by Wall St. Rank held PPG Industries as of Q1 2018.

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