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O'Brien Wealth Partners’s Wells Fargo WFC Stock Holding History

O'Brien Wealth Partners’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5
Closed – – 203
2018
Q3 		$0 Buy
+5
New +$285 ﹤0.01% 220
2018
Q2 		– Sell
-5
Closed – – 177
2018
Q1 		$0 Buy
+5
New +$297 ﹤0.01% 186

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Fidelity Investments
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Dodge & Cox
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O'Brien Wealth Partners's WFC Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 5 shares.

O'Brien Wealth Partners first reported a position in WFC in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 2,008 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 5 Wells Fargo shares in Q4 2018.
  • O'Brien Wealth Partners first reported a position in Wells Fargo in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Wells Fargo position peaked at $0 in Q3 2018.
  • 2,008 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

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