BPWA
OBE

Beacon Pointe Wealth Advisors’s Obsidian Energy OBE Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$28K Hold
40,489
– – 0.01% 269
2019
Q3 		$34K Buy
+40,489
New +$41.5K 0.01% 254
2019
Q1 		– Sell
-14,320
Closed -$37K – 260
2018
Q4 		$37K Buy
+14,320
New +$63.4K 0.01% 216

Other funds holding OBE

PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCAP
Pratt Collard Advisory Partners Buffalo, New York $150M AUM 51.02% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beacon Pointe Wealth Advisors's OBE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Obsidian Energy (OBE) position steady in Q4 2019 at 40,489 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #269.

Beacon Pointe Wealth Advisors first reported a position in OBE in Q4 2018 and has held it in 3 quarters since. The position peaked at $37K in Q4 2018. 55 funds tracked by Wall St. Rank hold OBE as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 40,489 shares of Obsidian Energy worth $28K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its Obsidian Energy share count unchanged in Q4 2019.
  • Obsidian Energy made up 0.01% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #269 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Obsidian Energy in Q4 2018 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Obsidian Energy position peaked at $37K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.