Hefty Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$12K	Sell	185 -5,093	-96%	-$364K	0.01%	180
2017 Q4	$383K	Sell	5,278 -4,338	-45%	-$306K	0.24%	75
2017 Q3	$743K	Buy	9,616 +9,431	+5,098%	+$756K	0.49%	58
2017 Q2	$14K	Sell	185 -19,926	-99%	-$1.64M	0.01%	158
2017 Q1	$1.67M	Buy	20,111 +19,926	+10,771%	+$1.67M	1.22%	31
2016 Q4	$15K	Hold	185	–	–	0.01%	150
2016 Q3	$14K	Hold	185	–	–	0.01%	163
2016 Q2	$15K	Hold	185	–	–	0.01%	134
2016 Q1	$15K	Sell	185 -67	-27%	-$5.35K	0.01%	139
2015 Q4	$21K	Buy	+252	New	+$21.4K	0.02%	124

Other funds holding WBA

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Hefty Wealth Partners reduced its Walgreens Boots Alliance (WBA) stake by 96% in Q1 2018, selling an estimated $364K and leaving 185 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #180.

Hefty Wealth Partners first reported a position in WBA in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.67M in Q1 2017. 1,315 funds tracked by Wall St. Rank hold WBA as of Q1 2018.

Hefty Wealth Partners held 185 shares of Walgreens Boots Alliance worth $12K as of Q1 2018.
Hefty Wealth Partners sold 5,093 Walgreens Boots Alliance shares in Q1 2018, an estimated $364K.
Walgreens Boots Alliance made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #180 holding.
Hefty Wealth Partners first reported a position in Walgreens Boots Alliance in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Walgreens Boots Alliance position peaked at $1.67M in Q1 2017.
1,315 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2018.

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