- New Purchases: CGNX, IWM, PRU, VIG,
- Added Positions: EEM, IVV, XLRE,
- Reduced Positions: VTI, AAPL, IWV, IWF, VT, SDY, VEA, VBR, JNJ, ITOT,
- Sold Out: MCD, AME, XOM, CATC, WTR, IBM, CL, FBHS, BRK.B, MRK,
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- Vanguard Total Stock Market (VTI) - 319,680 shares, 40.25% of the total portfolio. Shares reduced by 5.89%
- iShares Russell 3000 (IWV) - 103,712 shares, 15.09% of the total portfolio. Shares reduced by 6.15%
- Vanguard Mid-Cap (VO) - 98,908 shares, 13.98% of the total portfolio. Shares reduced by 0.42%
- iShares Russell 1000 Growth (IWF) - 82,300 shares, 10.61% of the total portfolio. Shares reduced by 8.13%
- Vanguard Small-Cap Value (VBR) - 52,885 shares, 6.44% of the total portfolio. Shares reduced by 6.44%
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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