Hefty Wealth Partners’s Target TGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$84K	Sell	1,211 -4,440	-79%	-$323K	0.05%	119
2017 Q4	$369K	Sell	5,651 -11,692	-67%	-$706K	0.23%	77
2017 Q3	$1.02M	Buy	17,343 +90	+0.5%	+$5.04K	0.68%	47
2017 Q2	$902K	Sell	17,253 -10,921	-39%	-$597K	0.62%	50
2017 Q1	$1.55M	Buy	28,174 +27,063	+2,436%	+$1.68M	1.13%	32
2016 Q4	$80K	Sell	1,111 -15,362	-93%	-$1.11M	0.07%	93
2016 Q3	$1.13M	Buy	16,473 +16,072	+4,008%	+$1.15M	0.86%	37
2016 Q2	$27K	Hold	401	–	–	0.02%	122
2016 Q1	$32K	Sell	401 -100	-20%	-$7.55K	0.03%	122
2015 Q4	$36K	Buy	+501	New	+$37.4K	0.03%	117

Other funds holding TGT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Hefty Wealth Partners reduced its Target (TGT) stake by 79% in Q1 2018, selling an estimated $323K and leaving 1,211 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #119.

Hefty Wealth Partners first reported a position in TGT in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.55M in Q1 2017. 1,187 funds tracked by Wall St. Rank hold TGT as of Q1 2018.

Hefty Wealth Partners held 1,211 shares of Target worth $84K as of Q1 2018.
Hefty Wealth Partners sold 4,440 Target shares in Q1 2018, an estimated $323K.
Target made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #119 holding.
Hefty Wealth Partners first reported a position in Target in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Target position peaked at $1.55M in Q1 2017.
1,187 funds tracked by Wall St. Rank held Target as of Q1 2018.

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