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O'Brien Wealth Partners’s United States Natural Gas Fund UNG Stock Holding History

O'Brien Wealth Partners’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-163
Closed -$15K – 173
2018
Q1 		$15K Buy
+163
New +$15.2K 0.01% 100

Other funds holding UNG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
OTC
Opera Trading Capital Paris, France $419M AUM 0.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of United States Natural Gas Fund (UNG) in Q2 2018, closing a stake of 163 shares — an estimated $15K sold.

O'Brien Wealth Partners first reported a position in UNG in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 75 funds tracked by Wall St. Rank hold UNG as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining United States Natural Gas Fund position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 163 United States Natural Gas Fund shares in Q2 2018, an estimated $15K.
  • O'Brien Wealth Partners first reported a position in United States Natural Gas Fund in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's United States Natural Gas Fund position peaked at $15K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q2 2018.

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