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O'Brien Wealth Partners’s BlackBerry BB Stock Holding History

O'Brien Wealth Partners’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-341
Closed -$4K – 60
2018
Q3 		$4K Buy
+341
New +$3.48K ﹤0.01% 163
2018
Q2 		– Sell
-341
Closed -$4K – 104
2018
Q1 		$4K Buy
+341
New +$4.34K ﹤0.01% 140

Other funds holding BB

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
DLPIC
Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

O'Brien Wealth Partners's BB Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of BlackBerry (BB) in Q4 2018, closing a stake of 341 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in BB in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 258 funds tracked by Wall St. Rank hold BB as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining BlackBerry position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 341 BlackBerry shares in Q4 2018, an estimated $4K.
  • O'Brien Wealth Partners first reported a position in BlackBerry in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's BlackBerry position peaked at $4K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held BlackBerry as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.