O'Brien Wealth Partners LLC Closed Holding Positions

O'Brien Wealth Partners LLC

  • $484 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DEO
Diageo PLC

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
40
$131.94 - $145.65 $5.28K - $5.83K
CVS
Cvs Health Corp

Healthcare
Q4 2018 Filed on Jan 17, 2019
290
$62.92 - $80.8 $18.2K - $23.4K
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
63
$189.99 - $240.37 $12K - $15.1K
COF
Capital One Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
33
$70.78 - $96.73 $2.34K - $3.19K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
1,840
$57.88 - $67.39 $106K - $124K
TTE
Total Energies Se

Energy
Q4 2018 Filed on Jan 17, 2019
454
$50.22 - $65.44 $22.8K - $29.7K
BAC
Bank Of America Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
884
$22.73 - $30.43 $20.1K - $26.9K
ICF
Ishares Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
210
$46.0 - $53.03 $9.66K - $11.1K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2018 Filed on Jan 17, 2019
806
N/A
PTC
Ptc Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
8
$76.71 - $105.87 $614 - $847
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
INDB
Independent Bank Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
179
$67.22 - $84.39 $12K - $15.1K
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
TD
Toronto Dominion Bank

Financial Services
Q4 2018 Filed on Jan 17, 2019
839
$48.31 - $61.15 $40.5K - $51.3K
UUUU
Energy Fuels Inc

Energy
Q4 2018 Filed on Jan 17, 2019
7,462
$2.58 - $4.09 $19.3K - $30.5K
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
AROW
Arrow Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
8
$30.17 - $36.16 $241 - $289
ET
Energy Transfer LP

Energy
Q4 2018 Filed on Jan 17, 2019
3,218
$11.8 - $18.09 $38K - $58.2K
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
Columbia Ppty Tr Inc
Q4 2018 Filed on Jan 17, 2019
123
N/A
LNC
Lincoln National Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
760
$48.79 - $70.58 $37.1K - $53.6K
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2018 Filed on Jan 17, 2019
60
$9.78 - $13.95 $587 - $837
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Jan 17, 2019
111
$47.66 - $58.81 $5.29K - $6.53K
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Jan 17, 2019
122
$70.22 - $80.36 $8.57K - $9.8K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
5,000
$11.29 - $15.56 $56.4K - $77.8K
ISCV
Ishares Morningstar Small Cap

ETFs
Q4 2018 Filed on Jan 17, 2019
25
$39.01 - $50.97 $975 - $1.27K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Jan 17, 2019
368
$21.1 - $31.98 $7.76K - $11.8K
Powershs Db Multi Sect Comm
Q2 2018 Filed on Jul 11, 2018
681
N/A
SYK
Stryker Corp

Healthcare
Q2 2018 Filed on Jul 11, 2018
25
$155.17 - $179.78 $3.88K - $4.49K
UPS
United Parcel Service Inc

Industrials
Q2 2018 Filed on Jul 11, 2018
25
$103.84 - $118.34 $2.6K - $2.96K
Time Warner Inc
Q2 2018 Filed on Jul 11, 2018
35
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2018 Filed on Jul 11, 2018
50
$106.55 - $119.63 $5.33K - $5.98K
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
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2018 Filed on Jul 11, 2018
152
N/A
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
Q2 2018 Filed on Jul 11, 2018
1,200
$20.03 - $20.77 $24K - $24.9K
QCOM
Qualcomm Inc

Technology
Q2 2018 Filed on Jul 11, 2018
40
$49.75 - $60.64 $1.99K - $2.43K
Barclays Bank PLC
Q2 2018 Filed on Jul 11, 2018
1,010
N/A
UNG
United States Natural Gas Fund, LP

ETFs
Q2 2018 Filed on Jul 11, 2018
652
$21.94 - $24.52 $14.3K - $16K
Mallinckrodt Pub LTD CO
Q2 2018 Filed on Jul 11, 2018
896
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
BFK
Blackrock Municipal Income Trust

Financial Services
Q2 2018 Filed on Jul 11, 2018
1,750
$12.68 - $12.94 $22.2K - $22.6K
RPM
Rpm International Inc

Basic Materials
Q2 2018 Filed on Jul 11, 2018
60
$46.92 - $58.32 $2.82K - $3.5K
CTAS
Cintas Corp

Industrials
Q2 2018 Filed on Jul 11, 2018
25
$166.74 - $192.3 $4.17K - $4.81K
ED
Consolidated Edison Inc

Utilities
Q2 2018 Filed on Jul 11, 2018
141
$71.39 - $80.43 $10.1K - $11.3K
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email