O'Brien Wealth Partners LLC Closed Holding Positions

O'Brien Wealth Partners LLC

  • $527 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MILN
Global X Funds Global X Millen

ETFs
Q4 2018 Filed on Jan 17, 2019
50
N/A
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
81
$28.35 - $33.98 $2.3K - $2.75K
KSU
Kansas City Southern

Industrials
Q4 2018 Filed on Jan 17, 2019
55
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q4 2018 Filed on Jan 17, 2019
93
$33.84 - $45.67 $3.15K - $4.25K
Perspecta Inc
Q4 2018 Filed on Jan 17, 2019
29
N/A
PTEN
Patterson Uti Energy Inc

Energy
Q4 2018 Filed on Jan 17, 2019
282
$9.67 - $17.95 $2.73K - $5.06K
PAM
Pampa Energy Inc.

Utilities
Q4 2018 Filed on Jan 17, 2019
66
$28.39 - $37.45 $1.87K - $2.47K
NOC
Northrop Grumman Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
24
$226.23 - $320.34 $5.43K - $7.69K
New Oriental Ed & Tech Grp I
Q4 2018 Filed on Jan 17, 2019
36
N/A
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
656
$4.71 - $6.45 $3.09K - $4.23K
MTOR
Meritor, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
90
$15.62 - $20.13 $1.41K - $1.81K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
105
$15.52 - $22.0 $1.63K - $2.31K
MFC
Manulife Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
166
$13.59 - $18.05 $2.26K - $3K
EQIX
Equinix Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
14
$339.02 - $431.81 $4.75K - $6.05K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
135
$148.91 - $170.22 $20.1K - $23K
CAT
Caterpillar Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
145
$112.34 - $158.22 $16.3K - $22.9K
Unilever N V
Q4 2018 Filed on Jan 17, 2019
270
N/A
CMCSA
Comcast Corp

Communication Services
Q4 2018 Filed on Jan 17, 2019
332
$33.07 - $39.42 $11K - $13.1K
MMM
3 M CO

Industrials
Q4 2018 Filed on Jan 17, 2019
380
$178.62 - $215.76 $67.9K - $82K
United Technologies Corp
Q4 2018 Filed on Jan 17, 2019
165
N/A
F
Ford Motor CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
349
$7.63 - $9.6 $2.66K - $3.35K
WFC
Wells Fargo & Company

Financial Services
Q4 2018 Filed on Jan 17, 2019
5
$43.6 - $54.46 $218 - $272
HPQ
Hp Inc

Technology
Q4 2018 Filed on Jan 17, 2019
712
$19.38 - $26.42 $13.8K - $18.8K
IP
International Paper CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
53
$35.57 - $47.63 $1.89K - $2.52K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2018 Filed on Jan 17, 2019
168
$38.0 - $42.93 $6.38K - $7.21K
CCL
Carnival Corp

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
113
$46.21 - $63.55 $5.22K - $7.18K
Frontier Communications Corp
Q4 2018 Filed on Jan 17, 2019
56
N/A
PLD
Prologis, Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
100
$55.94 - $68.65 $5.59K - $6.87K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 17, 2019
59
$50.03 - $93.89 $2.95K - $5.54K
AKAM
Akamai Technologies Inc

Technology
Q4 2018 Filed on Jan 17, 2019
970
$58.33 - $72.55 $56.6K - $70.4K
EMN
Eastman Chemical CO

Basic Materials
Q4 2018 Filed on Jan 17, 2019
310
$67.69 - $97.36 $21K - $30.2K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 17, 2019
470
N/A
DVN
Devon Energy Corp

Energy
Q4 2018 Filed on Jan 17, 2019
100
$20.98 - $40.65 $2.1K - $4.07K
ELME
Elme Communities
Q4 2018 Filed on Jan 17, 2019
225
N/A
General Electric CO
Q4 2018 Filed on Jan 17, 2019
1,410
N/A
NVS
Novartis Ag

Healthcare
Q4 2018 Filed on Jan 17, 2019
5
$73.66 - $82.02 $368 - $410
T
At&T Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
327
$20.66 - $25.77 $6.76K - $8.43K
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
ITW
Illinois Tool Works Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
204
$118.95 - $144.71 $24.3K - $29.5K
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
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
DGX
Quest Diagnostics Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
38
$79.75 - $108.38 $3.03K - $4.12K
DEO
Diageo PLC

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