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O'Brien Wealth Partners’s Ford F Stock Holding History

O'Brien Wealth Partners’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-349
Closed -$3K – 111
2018
Q3 		$3K Buy
349
+155
+80% +$1.55K ﹤0.01% 185
2018
Q2 		$2K Sell
194
-349
-64% -$4K ﹤0.01% 87
2018
Q1 		$6K Buy
+543
New +$6.13K ﹤0.01% 134

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State Street
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Franklin Resources
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Ford (F) in Q4 2018, closing a stake of 349 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in F in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 1,161 funds tracked by Wall St. Rank hold F as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Ford position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 349 Ford shares in Q4 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in Ford in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Ford position peaked at $6K in Q1 2018.
  • 1,161 funds tracked by Wall St. Rank held Ford as of Q4 2018.

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