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Obermeyer Wealth Partners’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Obermeyer Wealth Partners’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$2K – 89
2013
Q2 		$2K Buy
+100
New +$2.4K ﹤0.01% 341

Other funds holding CGW

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
MWAM
Mariner Wealth Advisors (Madison) Overland Park, Kansas $248M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in CGW in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 40 funds tracked by Wall St. Rank hold CGW as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 100 Invesco S&P Global Water Index ETF shares in Q3 2013, an estimated $2K.
  • Obermeyer Wealth Partners first reported a position in Invesco S&P Global Water Index ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco S&P Global Water Index ETF position peaked at $2K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2013.

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