O'Brien Wealth Partners LLC Closed Holding Positions

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ITW
Illinois Tool Works Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
204
$118.95 - $144.71 $24.3K - $29.5K
INDB
Independent Bank Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
179
$67.22 - $84.39 $12K - $15.1K
ET
Energy Transfer LP

Energy
Q4 2018 Filed on Jan 17, 2019
3,218
$11.8 - $18.09 $38K - $58.2K
BB
Blackberry LTD

Technology
Q4 2018 Filed on Jan 17, 2019
341
$6.77 - $10.83 $2.31K - $3.69K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
711
$47.56 - $65.87 $33.8K - $46.8K
EMR
Emerson Electric CO

Industrials
Q4 2018 Filed on Jan 17, 2019
203
$55.49 - $78.52 $11.3K - $15.9K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2018 Filed on Jan 17, 2019
800
$48.76 - $63.23 $39K - $50.6K
A
Agilent Technologies, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
114
$61.13 - $74.67 $6.97K - $8.51K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
97
$156.48 - $199.76 $15.2K - $19.4K
UUUU
Energy Fuels Inc

Energy
Q4 2018 Filed on Jan 17, 2019
7,462
$2.58 - $4.09 $19.3K - $30.5K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
15
$65.97 - $90.63 $990 - $1.36K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2018 Filed on Jan 17, 2019
152
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2018 Filed on Jan 17, 2019
806
N/A
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2018 Filed on Jan 17, 2019
915
N/A
HON
Honeywell International Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
45
$124.83 - $161.28 $5.62K - $7.26K
CHY
Calamos Convertible & High Income Fund

Financial Services
Q4 2018 Filed on Jan 17, 2019
2,500
$8.72 - $13.34 $21.8K - $33.4K
CBT
Cabot Corp

Basic Materials
Q4 2018 Filed on Jan 17, 2019
200
$40.06 - $64.45 $8.01K - $12.9K
MCHP
Microchip Technology Inc

Technology
Q4 2018 Filed on Jan 17, 2019
250
$30.65 - $38.88 $7.66K - $9.72K
GLD
Spdr Gold Trust

ETFs
Q4 2018 Filed on Jan 17, 2019
617
$112.54 - $121.25 $69.4K - $74.8K
CE
Celanese Corp

Basic Materials
Q4 2018 Filed on Jan 17, 2019
40
$84.41 - $114.14 $3.38K - $4.57K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
40
$335.82 - $403.04 $13.4K - $16.1K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2018 Filed on Jan 17, 2019
1,646
N/A
TD
Toronto Dominion Bank

Financial Services
Q4 2018 Filed on Jan 17, 2019
839
$48.31 - $61.15 $40.5K - $51.3K
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Jan 17, 2019
111
$47.66 - $58.81 $5.29K - $6.53K
C
Citigroup Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
14
$49.26 - $72.62 $690 - $1.02K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
202
$10.05 - $11.15 $2.03K - $2.25K
ICF
Ishares Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
210
$46.0 - $53.03 $9.66K - $11.1K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2018 Filed on Jul 11, 2018
50
$40.28 - $48.36 $2.01K - $2.42K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2018 Filed on Jul 11, 2018
152
N/A
SYK
Stryker Corp

Healthcare
Q2 2018 Filed on Jul 11, 2018
25
$155.17 - $179.78 $3.88K - $4.49K
Time Warner Inc
Q2 2018 Filed on Jul 11, 2018
35
N/A
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 11, 2018
2,500
$8.62 - $8.86 $21.5K - $22.2K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2018 Filed on Jul 11, 2018
751
N/A
QCOM
Qualcomm Inc

Technology
Q2 2018 Filed on Jul 11, 2018
40
$49.75 - $60.64 $1.99K - $2.43K
SJM
J M Smucker CO

Consumer Defensive
Q2 2018 Filed on Jul 11, 2018
25
$100.8 - $125.11 $2.52K - $3.13K
CMI
Cummins Inc

Industrials
Q2 2018 Filed on Jul 11, 2018
20
$132.32 - $170.83 $2.65K - $3.42K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q2 2018 Filed on Jul 11, 2018
2,500
$10.94 - $11.44 $27.4K - $28.6K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2018 Filed on Jul 11, 2018
1,852
N/A
BFK
Blackrock Municipal Income Trust

Financial Services
Q2 2018 Filed on Jul 11, 2018
1,750
$12.68 - $12.94 $22.2K - $22.6K
HUBB
Hubbell Inc

Industrials
Q2 2018 Filed on Jul 11, 2018
25
$102.51 - $121.97 $2.56K - $3.05K
Powershs Db Multi Sect Comm
Q2 2018 Filed on Jul 11, 2018
681
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2018 Filed on Jul 11, 2018
50
$106.55 - $119.63 $5.33K - $5.98K
Mallinckrodt Pub LTD CO
Q2 2018 Filed on Jul 11, 2018
896
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 11, 2018
0
N/A
TEL
Te Connectivity Ltd.

Technology
Q2 2018 Filed on Jul 11, 2018
30
$89.45 - $102.18 $2.68K - $3.07K
UNG
United States Natural Gas Fund, LP

ETFs
Q2 2018 Filed on Jul 11, 2018
652
$21.94 - $24.52 $14.3K - $16K
Barclays Bank PLC
Q2 2018 Filed on Jul 11, 2018
1,010
N/A
Companhia Paranaense Energ C
Q2 2018 Filed on Jul 11, 2018
1,048
N/A
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q2 2018 Filed on Jul 11, 2018
2,500
$9.39 - $9.59 $23.5K - $24K
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