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Obermeyer Wealth Partners’s American International AIG Stock Holding History

Obermeyer Wealth Partners’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,295
Closed -$206K – 118
2017
Q2 		$206K Sell
3,295
-2,666
-45% -$166K 0.02% 122
2017
Q1 		$372K Sell
5,961
-1,814
-23% -$116K 0.03% 93
2016
Q4 		$508K Sell
7,775
-1,750
-18% -$110K 0.05% 77
2016
Q3 		$565K Hold
9,525
– – 0.05% 75
2016
Q2 		$504K Sell
9,525
-1,730
-15% -$95.5K 0.05% 75
2016
Q1 		$608K Sell
11,255
-1,770
-14% -$95.6K 0.06% 65
2015
Q4 		$807K Sell
13,025
-1,500
-10% -$91.5K 0.07% 56
2015
Q3 		$825K Sell
14,525
-300
-2% -$18.3K 0.09% 52
2015
Q2 		$916K Sell
14,825
-46,510
-76% -$2.75M 0.08% 60
2015
Q1 		$3.36M Sell
61,335
-298,015
-83% -$16M 0.28% 56
2014
Q4 		$20.1M Buy
359,350
+354,900
+7,975% +$19M 1.82% 18
2014
Q3 		$240K Hold
4,450
– – 0.06% 54
2014
Q2 		$243K Buy
+4,450
New +$236K 0.06% 53

Other funds holding AIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Obermeyer Wealth Partners's AIG Position: Q3 2017 in Review

Obermeyer Wealth Partners sold out of American International (AIG) in Q3 2017, closing a stake of 3,295 shares — an estimated $206K sold.

Obermeyer Wealth Partners first reported a position in AIG in Q2 2014 and held it in 13 quarters. The position peaked at $20.1M in Q4 2014. 873 funds tracked by Wall St. Rank hold AIG as of Q3 2017.

  • Obermeyer Wealth Partners reported no remaining American International position as of Q3 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,295 American International shares in Q3 2017, an estimated $206K.
  • Obermeyer Wealth Partners first reported a position in American International in Q2 2014 and held it in 13 quarters.
  • Obermeyer Wealth Partners's American International position peaked at $20.1M in Q4 2014.
  • 873 funds tracked by Wall St. Rank held American International as of Q3 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2017, filed 2 Nov 2017.