OWP
CKH

Obermeyer Wealth Partners’s Seacor Holdings Inc. CKH Stock Holding History

Obermeyer Wealth Partners’s Portfolio CKH Stock Details CKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-118,248
Closed -$9.5M – 358
2013
Q2 		$9.5M Buy
+118,248
New +$8.71M 2.63% 22

Other funds holding CKH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Seacor Holdings Inc. (CKH) in Q3 2013, closing a stake of 118,248 shares — an estimated $9.5M sold.

Obermeyer Wealth Partners first reported a position in CKH in Q2 2013 and held it in 1 quarter. The position peaked at $9.5M in Q2 2013. 149 funds tracked by Wall St. Rank hold CKH as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Seacor Holdings Inc. position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 118,248 Seacor Holdings Inc. shares in Q3 2013, an estimated $9.5M.
  • Obermeyer Wealth Partners first reported a position in Seacor Holdings Inc. in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Seacor Holdings Inc. position peaked at $9.5M in Q2 2013.
  • 149 funds tracked by Wall St. Rank held Seacor Holdings Inc. as of Q3 2013.

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