Hefty Wealth Partners’s Under Armour UAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-26	Closed	-$1K	–	257
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	239
2016 Q2	$1K	Sell	26 -26	-50%	-$1.03K	﹤0.01%	208
2016 Q1	$2K	Hold	52	–	–	﹤0.01%	213
2015 Q4	$2K	Buy	+52	New	+$2.35K	﹤0.01%	198

Other funds holding UAA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hefty Wealth Partners's UAA Position: Q4 2016 in Review

Hefty Wealth Partners sold out of Under Armour (UAA) in Q4 2016, closing a stake of 26 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in UAA in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 553 funds tracked by Wall St. Rank hold UAA as of Q4 2016.

Hefty Wealth Partners reported no remaining Under Armour position as of Q4 2016 after selling out during the quarter.
Hefty Wealth Partners sold 26 Under Armour shares in Q4 2016, an estimated $1K.
Hefty Wealth Partners first reported a position in Under Armour in Q4 2015 and held it in 4 quarters.
Hefty Wealth Partners's Under Armour position peaked at $2K in Q1 2016.
553 funds tracked by Wall St. Rank held Under Armour as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.