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Obermeyer Wealth Partners’s Eldorado Gold EGO Stock Holding History

Obermeyer Wealth Partners’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-85
Closed -$3K – 134
2013
Q2 		$3K Buy
+85
New +$3.13K ﹤0.01% 327

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Eldorado Gold (EGO) in Q3 2013, closing a stake of 85 shares — an estimated $3K sold.

Obermeyer Wealth Partners first reported a position in EGO in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 202 funds tracked by Wall St. Rank hold EGO as of Q3 2013.

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

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