OWP
CORE

Obermeyer Wealth Partners’s Core Mark Holding Co., Inc. CORE Stock Holding History

Obermeyer Wealth Partners’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-800
Closed -$13K – 308
2013
Q2 		$13K Buy
+800
New +$11.3K ﹤0.01% 249

Other funds holding CORE

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Core Mark Holding Co., Inc. (CORE) in Q3 2013, closing a stake of 800 shares — an estimated $13K sold.

Obermeyer Wealth Partners first reported a position in CORE in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 142 funds tracked by Wall St. Rank hold CORE as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Core Mark Holding Co., Inc. position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 800 Core Mark Holding Co., Inc. shares in Q3 2013, an estimated $13K.
  • Obermeyer Wealth Partners first reported a position in Core Mark Holding Co., Inc. in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Core Mark Holding Co., Inc. position peaked at $13K in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q3 2013.

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