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Obermeyer Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Obermeyer Wealth Partners’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-50,340
Closed -$2.94M – 140
2014
Q4 		$2.94M Buy
+50,340
New +$2.96M 0.27% 58

Other funds holding ACWI

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Obermeyer Wealth Partners's ACWI Position: Q1 2015 in Review

Obermeyer Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2015, closing a stake of 50,340 shares — an estimated $2.94M sold.

Obermeyer Wealth Partners first reported a position in ACWI in Q4 2014 and held it in 1 quarter. The position peaked at $2.94M in Q4 2014. 172 funds tracked by Wall St. Rank hold ACWI as of Q1 2015.

  • Obermeyer Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q1 2015 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 50,340 iShares MSCI ACWI ETF shares in Q1 2015, an estimated $2.94M.
  • Obermeyer Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2014 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares MSCI ACWI ETF position peaked at $2.94M in Q4 2014.
  • 172 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2015.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2015, filed 13 May 2015.