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Obermeyer Wealth Partners’s Alpha Pro Tech APT Stock Holding History

Obermeyer Wealth Partners’s Portfolio APT Stock Details APT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,000
Closed -$2K – 72
2013
Q2 		$2K Buy
+1,000
New +$1.61K ﹤0.01% 339

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GIP
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BCM
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Northern Trust
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SRC
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B
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Alpha Pro Tech (APT) in Q3 2013, closing a stake of 1,000 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in APT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 13 funds tracked by Wall St. Rank hold APT as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Alpha Pro Tech position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,000 Alpha Pro Tech shares in Q3 2013, an estimated $2K.
  • Obermeyer Wealth Partners first reported a position in Alpha Pro Tech in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Alpha Pro Tech position peaked at $2K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q3 2013.

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