HWP
RAD

Hefty Wealth Partners’s Rite Aid Corporation RAD Stock Holding History

Hefty Wealth Partners’s Portfolio RAD Stock Details RAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$79K Hold
2,362
– – 0.05% 123
2017
Q4 		$93K Hold
2,362
– – 0.06% 107
2017
Q3 		$93K Hold
2,362
– – 0.06% 103
2017
Q2 		$139K Hold
2,362
– – 0.09% 84
2017
Q1 		$200K Buy
2,362
+37
+2% +$4.46K 0.15% 78
2016
Q4 		$383K Buy
+2,325
New +$351K 0.32% 65

Other funds holding RAD

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

Hefty Wealth Partners held its Rite Aid Corporation (RAD) position steady in Q1 2018 at 2,362 shares worth $79K. The position accounts for 0.05% of the portfolio, ranked #123.

Hefty Wealth Partners first reported a position in RAD in Q4 2016 and has held it in 6 quarters since. The position peaked at $383K in Q4 2016. 351 funds tracked by Wall St. Rank hold RAD as of Q1 2018.

  • Hefty Wealth Partners held 2,362 shares of Rite Aid Corporation worth $79K as of Q1 2018.
  • Hefty Wealth Partners left its Rite Aid Corporation share count unchanged in Q1 2018.
  • Rite Aid Corporation made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #123 holding.
  • Hefty Wealth Partners first reported a position in Rite Aid Corporation in Q4 2016 and has held it in 6 quarters since.
  • Hefty Wealth Partners's Rite Aid Corporation position peaked at $383K in Q4 2016.
  • 351 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q1 2018.

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