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Obermeyer Wealth Partners’s Equinor EQNR Stock Holding History

Obermeyer Wealth Partners’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-15,670
Closed -$259K – 120
2017
Q2 		$259K Sell
15,670
-630
-4% -$10.8K 0.02% 106
2017
Q1 		$280K Sell
16,300
-300
-2% -$5.39K 0.03% 103
2016
Q4 		$303K Sell
16,600
-3,700
-18% -$63.2K 0.03% 103
2016
Q3 		$341K Buy
20,300
+1,050
+5% +$17.1K 0.03% 96
2016
Q2 		$333K Buy
19,250
+1,330
+7% +$21.8K 0.03% 94
2016
Q1 		$279K Sell
17,920
-1,450
-7% -$20.2K 0.03% 102
2015
Q4 		$270K Sell
19,370
-1,505
-7% -$23.5K 0.02% 102
2015
Q3 		$304K Sell
20,875
-3,365
-14% -$53.1K 0.03% 96
2015
Q2 		$434K Sell
24,240
-10,750
-31% -$208K 0.04% 89
2015
Q1 		$615K Sell
34,990
-2,700
-7% -$48.1K 0.05% 83
2014
Q4 		$664K Buy
37,690
+6,120
+19% +$131K 0.06% 85
2014
Q3 		$857K Buy
31,570
+940
+3% +$27.2K 0.21% 34
2014
Q2 		$944K Buy
30,630
+1,725
+6% +$52K 0.23% 33
2014
Q1 		$816K Sell
28,905
-4,245
-13% -$110K 0.2% 34
2013
Q4 		$800K Sell
33,150
-500
-1% -$11.5K 0.2% 36
2013
Q3 		$763K Buy
33,650
+2,075
+7% +$45.5K 0.21% 35
2013
Q2 		$653K Buy
+31,575
New +$725K 0.18% 37

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Obermeyer Wealth Partners's EQNR Position: Q3 2017 in Review

Obermeyer Wealth Partners sold out of Equinor (EQNR) in Q3 2017, closing a stake of 15,670 shares — an estimated $259K sold.

Obermeyer Wealth Partners first reported a position in EQNR in Q2 2013 and held it in 17 quarters. The position peaked at $944K in Q2 2014. 191 funds tracked by Wall St. Rank hold EQNR as of Q3 2017.

  • Obermeyer Wealth Partners reported no remaining Equinor position as of Q3 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 15,670 Equinor shares in Q3 2017, an estimated $259K.
  • Obermeyer Wealth Partners first reported a position in Equinor in Q2 2013 and held it in 17 quarters.
  • Obermeyer Wealth Partners's Equinor position peaked at $944K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Equinor as of Q3 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2017, filed 2 Nov 2017.