O'Brien Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

O'Brien Wealth Partners’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-62,389	Closed	-$2M	–	33
2020 Q1	$2M	Sell	62,389 -9,867	-14%	-$432K	1.12%	8
2019 Q4	$3.47M	Sell	72,256 -1,309	-2%	-$60.4K	2.48%	6
2019 Q3	$3.28M	Sell	73,565 -863	-1%	-$38.7K	2.57%	5
2019 Q2	$3.4M	Sell	74,428 -6,663	-8%	-$297K	2.49%	6
2019 Q1	$3.58M	Sell	81,091 -5,786	-7%	-$248K	2.53%	6
2018 Q4	$3.57M	Buy	+86,877	New	+$3.7M	2.44%	7

Other funds holding SMMD

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return