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OBWP
JO
O'Brien Wealth Partners’s
iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038
JO
Stock Holding History
O'Brien Wealth Partners’s Portfolio
JO Stock Details
JO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-1,010
Closed
-$14K
–
190
2018
Q1
$14K
Buy
+1,010
New
+$15.2K
0.01%
105
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98.95%
1-Year Est. Return
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$15.9B AUM
25.16%
1-Year Est. Return
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$3.23B AUM
62.07%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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