Hefty Wealth Partners’s Qualcomm QCOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$28K	Sell	499 -11,228	-96%	-$715K	0.02%	159
2017 Q4	$751K	Buy	11,727 +377	+3%	+$22.9K	0.47%	67
2017 Q3	$588K	Sell	11,350 -184	-2%	-$9.73K	0.39%	65
2017 Q2	$636K	Sell	11,534 -18,759	-62%	-$1.05M	0.43%	68
2017 Q1	$1.74M	Buy	30,293 +23,645	+356%	+$1.37M	1.26%	29
2016 Q4	$433K	Sell	6,648 -32	-0.5%	-$2.15K	0.36%	61
2016 Q3	$457K	Sell	6,680 -9,382	-58%	-$571K	0.35%	76
2016 Q2	$860K	Buy	16,062 +1,129	+8%	+$59.5K	0.71%	53
2016 Q1	$763K	Buy	+14,933	New	+$728K	0.71%	54

Other funds holding QCOM

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Hefty Wealth Partners reduced its Qualcomm (QCOM) stake by 96% in Q1 2018, selling an estimated $715K and leaving 499 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #159.

Hefty Wealth Partners first reported a position in QCOM in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2017. 1,481 funds tracked by Wall St. Rank hold QCOM as of Q1 2018.

Hefty Wealth Partners held 499 shares of Qualcomm worth $28K as of Q1 2018.
Hefty Wealth Partners sold 11,228 Qualcomm shares in Q1 2018, an estimated $715K.
Qualcomm made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #159 holding.
Hefty Wealth Partners first reported a position in Qualcomm in Q1 2016 and has held it in 9 quarters since.
Hefty Wealth Partners's Qualcomm position peaked at $1.74M in Q1 2017.
1,481 funds tracked by Wall St. Rank held Qualcomm as of Q1 2018.

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