Hefty Wealth Partners’s Roper Technologies ROP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$3K	Hold	12	–	–	﹤0.01%	226
2017 Q4	$3K	Hold	12	–	–	﹤0.01%	229
2017 Q3	$3K	Hold	12	–	–	﹤0.01%	227
2017 Q2	$2K	Hold	12	–	–	﹤0.01%	225
2017 Q1	$2K	Hold	12	–	–	﹤0.01%	233
2016 Q4	$2K	Hold	12	–	–	﹤0.01%	223
2016 Q3	$2K	Hold	12	–	–	﹤0.01%	227
2016 Q2	$2K	Hold	12	–	–	﹤0.01%	200
2016 Q1	$2K	Hold	12	–	–	﹤0.01%	210
2015 Q4	$2K	Buy	+12	New	+$2.2K	﹤0.01%	196

Other funds holding ROP

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Hefty Wealth Partners held its Roper Technologies (ROP) position steady in Q1 2018 at 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Hefty Wealth Partners first reported a position in ROP in Q4 2015 and has held it in 10 quarters since. 686 funds tracked by Wall St. Rank hold ROP as of Q1 2018.

Hefty Wealth Partners held 12 shares of Roper Technologies worth $3K as of Q1 2018.
Hefty Wealth Partners left its Roper Technologies share count unchanged in Q1 2018.
Roper Technologies made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #226 holding.
Hefty Wealth Partners first reported a position in Roper Technologies in Q4 2015 and has held it in 10 quarters since.
686 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2018.

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