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O'Brien Wealth Partners’s Honeywell HON Stock Holding History

O'Brien Wealth Partners’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$7K – 123
2018
Q3 		$7K Hold
50
– – ﹤0.01% 141
2018
Q2 		$6K Hold
50
– – ﹤0.01% 70
2018
Q1 		$7K Buy
+50
New +$6.92K ﹤0.01% 128

Other funds holding HON

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 HON Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Honeywell (HON) in Q4 2018, closing a stake of 50 shares — an estimated $7K sold.

O'Brien Wealth Partners first reported a position in HON in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 1,806 funds tracked by Wall St. Rank hold HON as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Honeywell position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 50 Honeywell shares in Q4 2018, an estimated $7K.
  • O'Brien Wealth Partners first reported a position in Honeywell in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Honeywell position peaked at $7K in Q3 2018.
  • 1,806 funds tracked by Wall St. Rank held Honeywell as of Q4 2018.

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