OBWP
MILN

O'Brien Wealth Partners’s Global X Millennial Consumer ETF MILN Stock Holding History

O'Brien Wealth Partners’s Portfolio MILN Stock Details MILN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$1K – 149
2018
Q3 		$1K Buy
+50
New +$1.15K ﹤0.01% 212

Other funds holding MILN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Global X Millennial Consumer ETF (MILN) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

O'Brien Wealth Partners first reported a position in MILN in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 13 funds tracked by Wall St. Rank hold MILN as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Global X Millennial Consumer ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 50 Global X Millennial Consumer ETF shares in Q4 2018, an estimated $1K.
  • O'Brien Wealth Partners first reported a position in Global X Millennial Consumer ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Global X Millennial Consumer ETF position peaked at $1K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2018.

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