Obermeyer Wealth Partners’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,295
| Closed | -$206K | – | 118 |
|
|
2017
Q2 | $206K | Sell |
3,295
-2,666
| -45% | -$167K | 0.02% | 122 |
|
|
2017
Q1 | $372K | Sell |
5,961
-1,814
| -23% | -$113K | 0.03% | 93 |
|
|
2016
Q4 | $508K | Sell |
7,775
-1,750
| -18% | -$114K | 0.05% | 77 |
|
|
2016
Q3 | $565K | Hold |
9,525
| – | – | 0.05% | 75 |
|
|
2016
Q2 | $504K | Sell |
9,525
-1,730
| -15% | -$91.5K | 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% | -$92.9K | 0.07% | 56 |
|
|
2015
Q3 | $825K | Sell |
14,525
-300
| -2% | -$17K | 0.09% | 52 |
|
|
2015
Q2 | $916K | Sell |
14,825
-46,510
| -76% | -$2.87M | 0.08% | 60 |
|
|
2015
Q1 | $3.36M | Sell |
61,335
-298,015
| -83% | -$16.3M | 0.28% | 56 |
|
|
2014
Q4 | $20.1M | Buy |
359,350
+354,900
| +7,975% | +$19.9M | 1.82% | 18 |
|
|
2014
Q3 | $240K | Hold |
4,450
| – | – | 0.06% | 54 |
|
|
2014
Q2 | $243K | Buy |
+4,450
| New | +$243K | 0.06% | 53 |
|