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Obermeyer Wealth Partners’s iShares MSCI Mexico ETF EWW Stock Holding History

Obermeyer Wealth Partners’s Portfolio EWW Stock Details EWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-171
Closed -$11K – 141
2013
Q2 		$11K Buy
+171
New +$11.9K ﹤0.01% 258

Other funds holding EWW

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares MSCI Mexico ETF (EWW) in Q3 2013, closing a stake of 171 shares — an estimated $11K sold.

Obermeyer Wealth Partners first reported a position in EWW in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 148 funds tracked by Wall St. Rank hold EWW as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares MSCI Mexico ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 171 iShares MSCI Mexico ETF shares in Q3 2013, an estimated $11K.
  • Obermeyer Wealth Partners first reported a position in iShares MSCI Mexico ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares MSCI Mexico ETF position peaked at $11K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2013.

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