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PowerShares Preferred Portfolio shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of PowerShares Preferred Portfolio shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in PowerShares Preferred Portfolio

Tip: Access up to 7 years of quarterly data

All positions including PowerShares Preferred Portfolio held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PowerShares Preferred Portfolio by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $88k 6.0k 14.59
2017-12-31 $90k 6.0k 14.92
2017-09-30 $91k 6.0k 15.08
2017-06-30 $91k 6.0k 15.09
2017-03-31 $88k 6.0k 14.73
2016-12-31 $83k 5.9k 14.09
2016-09-30 $87k 5.8k 14.98
2016-06-30 $87k 5.7k 15.19
2016-03-31 $84k 5.6k 14.88
2015-12-31 $83k 5.6k 14.91

More positions owned by Hefty Wealth Partners

iShares S&P 1500 Index Fund (ITOT)
Powershares Exchange
Ishares Inc msci world idx (URTH)
Ishares Tr core tl usd bd (IUSB)
Goldman Sachs Etf Tr (GSLC)
Powershares Etf Tr Ii s&p600 lovl pt
iShares S&P 500 Index (IVV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
SPDR S&P Dividend (SDY)
Vanguard Mid-Cap ETF (VO)
Ishares Tr usa min vo (USMV)
Vanguard Large-Cap ETF (VV)
Ishares Tr fltg rate nt (FLOT)
Materials SPDR (XLB)
Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

Top funds holding PowerShares Preferred Portfolio

Huntington National Bank

View all funds holding PowerShares Preferred Portfolio