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O'Brien Wealth Partners’s Capital One COF Stock Holding History

O'Brien Wealth Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-33
Closed -$3K – 81
2018
Q3 		$3K Hold
33
– – ﹤0.01% 182
2018
Q2 		$3K Hold
33
– – ﹤0.01% 81
2018
Q1 		$3K Buy
+33
New +$3.29K ﹤0.01% 156

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Capital One (COF) in Q4 2018, closing a stake of 33 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in COF in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 924 funds tracked by Wall St. Rank hold COF as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Capital One position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 33 Capital One shares in Q4 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in Capital One in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Capital One position peaked at $3K in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Capital One as of Q4 2018.

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