Hefty Wealth Partners’s Varian Medical Systems, Inc. VAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$3K	Hold	24	–	–	﹤0.01%	230
2017 Q4	$3K	Hold	24	–	–	﹤0.01%	232
2017 Q3	$2K	Hold	24	–	–	﹤0.01%	246
2017 Q2	$2K	Hold	24	–	–	﹤0.01%	233
2017 Q1	$2K	Sell	24 -3	-11%	-$250	﹤0.01%	237
2016 Q4	$2K	Hold	27	–	–	﹤0.01%	227
2016 Q3	$2K	Hold	27	–	–	﹤0.01%	230
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	209
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	218
2015 Q4	$1K	Buy	+27	New	+$1.86K	﹤0.01%	204

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First Eagle Investment Management

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

Janus Henderson Group

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Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America

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

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return