OWP
ANR

Obermeyer Wealth Partners’s Alpha Natural Resources Inc ANR Stock Holding History

Obermeyer Wealth Partners’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,325
Closed -$59K – 346
2013
Q2 		$59K Buy
+11,325
New +$76.9K 0.02% 113

Other funds holding ANR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Obermeyer Wealth Partners's ANR Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Alpha Natural Resources Inc (ANR) in Q3 2013, closing a stake of 11,325 shares — an estimated $59K sold.

Obermeyer Wealth Partners first reported a position in ANR in Q2 2013 and held it in 1 quarter. The position peaked at $59K in Q2 2013. 233 funds tracked by Wall St. Rank hold ANR as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Alpha Natural Resources Inc position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 11,325 Alpha Natural Resources Inc shares in Q3 2013, an estimated $59K.
  • Obermeyer Wealth Partners first reported a position in Alpha Natural Resources Inc in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Alpha Natural Resources Inc position peaked at $59K in Q2 2013.
  • 233 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.