Hefty Wealth Partners’s Verisk Analytics VRSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$4K	Hold	42	–	–	﹤0.01%	221
2017 Q4	$4K	Hold	42	–	–	﹤0.01%	224
2017 Q3	$3K	Hold	42	–	–	﹤0.01%	232
2017 Q2	$3K	Hold	42	–	–	﹤0.01%	217
2017 Q1	$3K	Hold	42	–	–	﹤0.01%	222
2016 Q4	$3K	Hold	42	–	–	﹤0.01%	214
2016 Q3	$3K	Hold	42	–	–	﹤0.01%	216
2016 Q2	$3K	Hold	42	–	–	﹤0.01%	189
2016 Q1	$3K	Hold	42	–	–	﹤0.01%	196
2015 Q4	$3K	Buy	+42	New	+$3.19K	﹤0.01%	185

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Hefty Wealth Partners held its Verisk Analytics (VRSK) position steady in Q1 2018 at 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Hefty Wealth Partners first reported a position in VRSK in Q4 2015 and has held it in 10 quarters since. 546 funds tracked by Wall St. Rank hold VRSK as of Q1 2018.

Hefty Wealth Partners held 42 shares of Verisk Analytics worth $4K as of Q1 2018.
Hefty Wealth Partners left its Verisk Analytics share count unchanged in Q1 2018.
Verisk Analytics made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #221 holding.
Hefty Wealth Partners first reported a position in Verisk Analytics in Q4 2015 and has held it in 10 quarters since.
546 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2018.

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