O'Brien Wealth Partners’s Carnival Corporation Ltd CCL Stock Holding History

O'Brien Wealth Partners’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-113	Closed	-$7K	–	73
2018 Q3	$7K	Buy	113 +1	+0.9%	+$61	﹤0.01%	138
2018 Q2	$6K	Buy	112 +1	+0.9%	+$63	﹤0.01%	69
2018 Q1	$7K	Buy	+111	New	+$7.55K	﹤0.01%	127

Other funds holding CCL

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Carnival Corporation Ltd (CCL) in Q4 2018, closing a stake of 113 shares — an estimated $7K sold.

O'Brien Wealth Partners first reported a position in CCL in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 809 funds tracked by Wall St. Rank hold CCL as of Q4 2018.

O'Brien Wealth Partners reported no remaining Carnival Corporation Ltd position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 113 Carnival Corporation Ltd shares in Q4 2018, an estimated $7K.
O'Brien Wealth Partners first reported a position in Carnival Corporation Ltd in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Carnival Corporation Ltd position peaked at $7K in Q3 2018.
809 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2018.

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