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Obermeyer Wealth Partners’s iShares MSCI South Korea ETF EWY Stock Holding History

Obermeyer Wealth Partners’s Portfolio EWY Stock Details EWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-146
Closed -$8K – 140
2013
Q2 		$8K Buy
+146
New +$8.22K ﹤0.01% 286

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H
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HSBC Holdings
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Goldman Sachs
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares MSCI South Korea ETF (EWY) in Q3 2013, closing a stake of 146 shares — an estimated $8K sold.

Obermeyer Wealth Partners first reported a position in EWY in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 227 funds tracked by Wall St. Rank hold EWY as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares MSCI South Korea ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 146 iShares MSCI South Korea ETF shares in Q3 2013, an estimated $8K.
  • Obermeyer Wealth Partners first reported a position in iShares MSCI South Korea ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares MSCI South Korea ETF position peaked at $8K in Q2 2013.
  • 227 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2013.

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