OWP
BPY

Obermeyer Wealth Partners’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Obermeyer Wealth Partners’s Portfolio BPY Stock Details BPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-167
Closed -$3K – 309
2013
Q2 		$3K Buy
+167
New +$3.62K ﹤0.01% 337

Other funds holding BPY

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q3 2013, closing a stake of 167 shares — an estimated $3K sold.

Obermeyer Wealth Partners first reported a position in BPY in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 85 funds tracked by Wall St. Rank hold BPY as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 167 Brookfield Property Partners L.P. Limited Partnership Units shares in Q3 2013, an estimated $3K.
  • Obermeyer Wealth Partners first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $3K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q3 2013.

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