O'Brien Wealth Partners’s DNP Select Income Fund DNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-202	Closed	-$2K	–	96
2018 Q3	$2K	Buy	+202	New	+$2.22K	﹤0.01%	198
2018 Q2	–	Sell	-202	Closed	-$2K	–	120
2018 Q1	$2K	Buy	+202	New	+$2.09K	﹤0.01%	170

Other funds holding DNP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of DNP Select Income Fund (DNP) in Q4 2018, closing a stake of 202 shares — an estimated $2K sold.

O'Brien Wealth Partners first reported a position in DNP in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 190 funds tracked by Wall St. Rank hold DNP as of Q4 2018.

O'Brien Wealth Partners reported no remaining DNP Select Income Fund position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 202 DNP Select Income Fund shares in Q4 2018, an estimated $2K.
O'Brien Wealth Partners first reported a position in DNP Select Income Fund in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's DNP Select Income Fund position peaked at $2K in Q3 2018.
190 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2018.

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