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Hefty Wealth Partners’s Southern Copper SCCO Stock Holding History

Hefty Wealth Partners’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9
Closed – – 257
2017
Q1 		$0 Hold
9
– – ﹤0.01% 263
2016
Q4 		$0 Buy
+9
New +$253 ﹤0.01% 252

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MNA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
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AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
CGM
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Prudential Financial
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Hefty Wealth Partners's SCCO Position: Q2 2017 in Review

Hefty Wealth Partners sold out of Southern Copper (SCCO) in Q2 2017, closing a stake of 9 shares.

Hefty Wealth Partners first reported a position in SCCO in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 226 funds tracked by Wall St. Rank hold SCCO as of Q2 2017.

  • Hefty Wealth Partners reported no remaining Southern Copper position as of Q2 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 9 Southern Copper shares in Q2 2017.
  • Hefty Wealth Partners first reported a position in Southern Copper in Q4 2016 and held it in 2 quarters.
  • Hefty Wealth Partners's Southern Copper position peaked at $0 in Q1 2017.
  • 226 funds tracked by Wall St. Rank held Southern Copper as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.