O'Brien Wealth Partners’s Unilever NV New York Registry Shares UN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-270	Closed	-$15K	–	223
2018 Q3	$15K	Buy	+270	New	+$15.3K	0.01%	117
2018 Q2	–	Sell	-270	Closed	-$15K	–	190
2018 Q1	$15K	Buy	+270	New	+$14.8K	0.01%	101

Other funds holding UN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Unilever NV New York Registry Shares (UN) in Q4 2018, closing a stake of 270 shares — an estimated $15K sold.

O'Brien Wealth Partners first reported a position in UN in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 585 funds tracked by Wall St. Rank hold UN as of Q4 2018.

O'Brien Wealth Partners reported no remaining Unilever NV New York Registry Shares position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 270 Unilever NV New York Registry Shares shares in Q4 2018, an estimated $15K.
O'Brien Wealth Partners first reported a position in Unilever NV New York Registry Shares in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Unilever NV New York Registry Shares position peaked at $15K in Q3 2018.
585 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2018.

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