OBWP
DD icon

O'Brien Wealth Partners’s DuPont de Nemours DD Stock Holding History

O'Brien Wealth Partners’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-586
Closed -$95K – 90
2018
Q3 		$95K Buy
+586
New +$101K 0.06% 54

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of DuPont de Nemours (DD) in Q4 2018, closing a stake of 586 shares — an estimated $95K sold.

O'Brien Wealth Partners first reported a position in DD in Q3 2018 and held it in 1 quarter. The position peaked at $95K in Q3 2018. 1,862 funds tracked by Wall St. Rank hold DD as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining DuPont de Nemours position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 586 DuPont de Nemours shares in Q4 2018, an estimated $95K.
  • O'Brien Wealth Partners first reported a position in DuPont de Nemours in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's DuPont de Nemours position peaked at $95K in Q3 2018.
  • 1,862 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2018.

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