GSWM
OBE

Golden State Wealth Management’s Obsidian Energy OBE Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-6
Closed – – 669
2020
Q1 		$0 Buy
+6
New +$3 ﹤0.01% 997
2019
Q4 		– Sell
-6
Closed – – 651
2019
Q3 		$0 Hold
6
– – ﹤0.01% 1120
2019
Q2 		$0 Buy
+6
New +$11 ﹤0.01% 1134

Other funds holding OBE

ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Golden State Wealth Management's OBE Position: Q2 2020 in Review

Golden State Wealth Management sold out of Obsidian Energy (OBE) in Q2 2020, closing a stake of 6 shares.

Golden State Wealth Management first reported a position in OBE in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 7 funds tracked by Wall St. Rank hold OBE as of Q2 2020.

  • Golden State Wealth Management reported no remaining Obsidian Energy position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 6 Obsidian Energy shares in Q2 2020.
  • Golden State Wealth Management first reported a position in Obsidian Energy in Q2 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Obsidian Energy position peaked at $0 in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.