O'Brien Wealth Partners’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-327	Closed	-$2K	–	88
2018 Q3	$2K	Buy	+327	New	+$2.29K	﹤0.01%	197

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Cemex (CX) in Q4 2018, closing a stake of 327 shares — an estimated $2K sold.

O'Brien Wealth Partners first reported a position in CX in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 277 funds tracked by Wall St. Rank hold CX as of Q4 2018.

O'Brien Wealth Partners reported no remaining Cemex position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 327 Cemex shares in Q4 2018, an estimated $2K.
O'Brien Wealth Partners first reported a position in Cemex in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Cemex position peaked at $2K in Q3 2018.
277 funds tracked by Wall St. Rank held Cemex as of Q4 2018.

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