O'Brien Wealth Partners’s Dell DELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-96	Closed	-$3K	–	91
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	183
2018 Q2	$2K	Hold	96	–	–	﹤0.01%	86
2018 Q1	$2K	Buy	+96	New	+$2.07K	﹤0.01%	169

Other funds holding DELL

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Dell (DELL) in Q4 2018, closing a stake of 96 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in DELL in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 466 funds tracked by Wall St. Rank hold DELL as of Q4 2018.

O'Brien Wealth Partners reported no remaining Dell position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 96 Dell shares in Q4 2018, an estimated $3K.
O'Brien Wealth Partners first reported a position in Dell in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Dell position peaked at $3K in Q3 2018.
466 funds tracked by Wall St. Rank held Dell as of Q4 2018.

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