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	–	189
2018 Q1	$14K	Buy	+1,010	New	+$15.2K	0.01%	105

Other funds holding JO

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

O'Brien Wealth Partners's JO Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) in Q2 2018, closing a stake of 1,010 shares — an estimated $14K sold.

O'Brien Wealth Partners first reported a position in JO in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 3 funds tracked by Wall St. Rank hold JO as of Q2 2018.

O'Brien Wealth Partners reported no remaining iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position as of Q2 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 1,010 iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 shares in Q2 2018, an estimated $14K.
O'Brien Wealth Partners first reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in Q1 2018 and held it in 1 quarter.
O'Brien Wealth Partners's iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position peaked at $14K in Q1 2018.
3 funds tracked by Wall St. Rank held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.