O'Brien Wealth Partners LLC Buys Cognex Corp, iShares Russell 2000, Prudential Financial Inc, Sells McDonald's Corp, Apple Inc, Vanguard Total World Stock Index

Investment company O'Brien Wealth Partners LLC buys Cognex Corp, iShares Russell 2000, Prudential Financial Inc, Vanguard Div Appreciation, sells McDonald's Corp, Apple Inc, Vanguard Total World Stock Index, AMETEK Inc, SPDR S&P Dividend during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, O'Brien Wealth Partners LLC. As of 2018-06-30, O'Brien Wealth Partners LLC owns 88 stocks with a total value of $112 million. These are the details of the buys and sells.

For the details of O'Brien Wealth Partners LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=O%27Brien+Wealth+Partners+LLC

These are the top 5 holdings of O'Brien Wealth Partners LLC
  1. Vanguard Total Stock Market (VTI) - 319,680 shares, 40.25% of the total portfolio. Shares reduced by 5.89%
  2. iShares Russell 3000 (IWV) - 103,712 shares, 15.09% of the total portfolio. Shares reduced by 6.15%
  3. Vanguard Mid-Cap (VO) - 98,908 shares, 13.98% of the total portfolio. Shares reduced by 0.42%
  4. iShares Russell 1000 Growth (IWF) - 82,300 shares, 10.61% of the total portfolio. Shares reduced by 8.13%
  5. Vanguard Small-Cap Value (VBR) - 52,885 shares, 6.44% of the total portfolio. Shares reduced by 6.44%
New Purchase: Cognex Corp (CGNX)

O'Brien Wealth Partners LLC initiated holding in Cognex Corp. The purchase prices were between $43.74 and $51.59, with an estimated average price of $47.36. The stock is now traded at around $45.28. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 80 shares as of 2018-06-30.

New Purchase: iShares Russell 2000 (IWM)

O'Brien Wealth Partners LLC initiated holding in iShares Russell 2000. The purchase prices were between $148.13 and $169.97, with an estimated average price of $160. The stock is now traded at around $167.11. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 19 shares as of 2018-06-30.

New Purchase: Prudential Financial Inc (PRU)

O'Brien Wealth Partners LLC initiated holding in Prudential Financial Inc. The purchase prices were between $93.22 and $107.62, with an estimated average price of $101.09. The stock is now traded at around $95.40. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 31 shares as of 2018-06-30.

New Purchase: Vanguard Div Appreciation (VIG)

O'Brien Wealth Partners LLC initiated holding in Vanguard Div Appreciation. The purchase prices were between $98.53 and $104.85, with an estimated average price of $101.94. The stock is now traded at around $103.41. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 22 shares as of 2018-06-30.

Sold Out: McDonald's Corp (MCD)

O'Brien Wealth Partners LLC sold out a holding in McDonald's Corp. The sale prices were between $155.94 and $169.48, with an estimated average price of $162.18.

Sold Out: AMETEK Inc (AME)

O'Brien Wealth Partners LLC sold out a holding in AMETEK Inc. The sale prices were between $69.26 and $76.98, with an estimated average price of $74.1.

Sold Out: Exxon Mobil Corp (XOM)

O'Brien Wealth Partners LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $73.22 and $83.6, with an estimated average price of $79.65.

Sold Out: Aqua America Inc (WTR)

O'Brien Wealth Partners LLC sold out a holding in Aqua America Inc. The sale prices were between $33.13 and $35.69, with an estimated average price of $34.25.

Sold Out: Cambridge Bancorp (CATC)

O'Brien Wealth Partners LLC sold out a holding in Cambridge Bancorp. The sale prices were between $81.6 and $89.56, with an estimated average price of $86.51.

Sold Out: International Business Machines Corp (IBM)

O'Brien Wealth Partners LLC sold out a holding in International Business Machines Corp. The sale prices were between $137.48 and $160.91, with an estimated average price of $145.95.

Reduced: Apple Inc (AAPL)

O'Brien Wealth Partners LLC reduced to a holding in Apple Inc by 99.56%. The sale prices were between $162.32 and $193.98, with an estimated average price of $181.31. The stock is now traded at around $187.88. The impact to a portfolio due to this sale was -0.96%. O'Brien Wealth Partners LLC still held 31 shares as of 2018-06-30.

Reduced: Vanguard Total World Stock Index (VT)

O'Brien Wealth Partners LLC reduced to a holding in Vanguard Total World Stock Index by 41.64%. The sale prices were between $72.17 and $76.2, with an estimated average price of $74.59. The stock is now traded at around $74.12. The impact to a portfolio due to this sale was -0.48%. O'Brien Wealth Partners LLC still held 11,189 shares as of 2018-06-30.

Reduced: SPDR S&P Dividend (SDY)

O'Brien Wealth Partners LLC reduced to a holding in SPDR S&P Dividend by 26.99%. The sale prices were between $89.33 and $94.31, with an estimated average price of $92.08. The stock is now traded at around $94.24. The impact to a portfolio due to this sale was -0.39%. O'Brien Wealth Partners LLC still held 14,160 shares as of 2018-06-30.

Reduced: Johnson & Johnson (JNJ)

O'Brien Wealth Partners LLC reduced to a holding in Johnson & Johnson by 66.77%. The sale prices were between $119.4 and $131.76, with an estimated average price of $124.84. The stock is now traded at around $126.24. The impact to a portfolio due to this sale was -0.31%. O'Brien Wealth Partners LLC still held 1,460 shares as of 2018-06-30.

Reduced: Chevron Corp (CVX)

O'Brien Wealth Partners LLC reduced to a holding in Chevron Corp by 97.77%. The sale prices were between $112.24 and $130.39, with an estimated average price of $124.13. The stock is now traded at around $123.52. The impact to a portfolio due to this sale was -0.12%. O'Brien Wealth Partners LLC still held 28 shares as of 2018-06-30.



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