HWP
TIER

Hefty Wealth Partners’s TIER REIT, Inc. TIER Stock Holding History

Hefty Wealth Partners’s Portfolio TIER Stock Details TIER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,134
Closed -$17K – 264
2016
Q2 		$17K Hold
1,134
– – 0.01% 131
2016
Q1 		$15K Hold
1,134
– – 0.01% 140
2015
Q4 		$16K Buy
+1,134
New +$17.2K 0.02% 130

Other funds holding TIER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hefty Wealth Partners's TIER Position: Q3 2016 in Review

Hefty Wealth Partners sold out of TIER REIT, Inc. (TIER) in Q3 2016, closing a stake of 1,134 shares — an estimated $17K sold.

Hefty Wealth Partners first reported a position in TIER in Q4 2015 and held it in 3 quarters. The position peaked at $17K in Q2 2016. 147 funds tracked by Wall St. Rank hold TIER as of Q3 2016.

  • Hefty Wealth Partners reported no remaining TIER REIT, Inc. position as of Q3 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 1,134 TIER REIT, Inc. shares in Q3 2016, an estimated $17K.
  • Hefty Wealth Partners first reported a position in TIER REIT, Inc. in Q4 2015 and held it in 3 quarters.
  • Hefty Wealth Partners's TIER REIT, Inc. position peaked at $17K in Q2 2016.
  • 147 funds tracked by Wall St. Rank held TIER REIT, Inc. as of Q3 2016.

Based on Hefty Wealth Partners's 13F filing for Q3 2016, filed 5 Oct 2016.