Hefty Wealth Partners’s Steel Dynamics STLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$86K	Hold	1,940	–	–	0.06%	115
2017 Q4	$84K	Sell	1,940 -1,477	-43%	-$56.8K	0.05%	114
2017 Q3	$118K	Buy	3,417 +1,477	+76%	+$51.8K	0.08%	94
2017 Q2	$69K	Hold	1,940	–	–	0.05%	108
2017 Q1	$67K	Hold	1,940	–	–	0.05%	110
2016 Q4	$69K	Hold	1,940	–	–	0.06%	100
2016 Q3	$48K	Hold	1,940	–	–	0.04%	131
2016 Q2	$47K	Hold	1,940	–	–	0.04%	111
2016 Q1	$43K	Hold	1,940	–	–	0.04%	113
2015 Q4	$34K	Buy	+1,940	New	+$34.7K	0.03%	118

Other funds holding STLD

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Hefty Wealth Partners held its Steel Dynamics (STLD) position steady in Q1 2018 at 1,940 shares worth $86K. The position accounts for 0.06% of the portfolio, ranked #115.

Hefty Wealth Partners first reported a position in STLD in Q4 2015 and has held it in 10 quarters since. The position peaked at $118K in Q3 2017. 505 funds tracked by Wall St. Rank hold STLD as of Q1 2018.

Hefty Wealth Partners held 1,940 shares of Steel Dynamics worth $86K as of Q1 2018.
Hefty Wealth Partners left its Steel Dynamics share count unchanged in Q1 2018.
Steel Dynamics made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #115 holding.
Hefty Wealth Partners first reported a position in Steel Dynamics in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Steel Dynamics position peaked at $118K in Q3 2017.
505 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2018.

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