IWM
OBE

IHT Wealth Management’s Obsidian Energy OBE Stock Holding History

IHT 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
2019
Q4 		– Sell
-12,139
Closed -$10K – 642
2019
Q3 		$10K Sell
12,139
-1,748
-13% -$1.79K ﹤0.01% 609
2019
Q2 		$17K Buy
+13,887
New +$25.1K ﹤0.01% 542
2019
Q1 		– Sell
-14,186
Closed -$40K – 534
2018
Q4 		$40K Buy
+14,186
New +$62.8K 0.01% 467
2017
Q4 		– Sell
-43
Closed – – 1752
2017
Q3 		$0 Hold
43
– – ﹤0.01% 1516
2017
Q2 		$22 Buy
+43
New +$382 0.01% 757

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

IHT Wealth Management's OBE Position: Q4 2019 in Review

IHT Wealth Management sold out of Obsidian Energy (OBE) in Q4 2019, closing a stake of 12,139 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in OBE in Q2 2017 and held it in 5 quarters. The position peaked at $40K in Q4 2018. 55 funds tracked by Wall St. Rank hold OBE as of Q4 2019.

  • IHT Wealth Management reported no remaining Obsidian Energy position as of Q4 2019 after selling out during the quarter.
  • IHT Wealth Management sold 12,139 Obsidian Energy shares in Q4 2019, an estimated $10K.
  • IHT Wealth Management first reported a position in Obsidian Energy in Q2 2017 and held it in 5 quarters.
  • IHT Wealth Management's Obsidian Energy position peaked at $40K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2019.

Based on IHT Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.