Obermeyer Wealth Partners’s Ford F Stock Holding History

Obermeyer Wealth Partners’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-2,671	Closed	-$41K	–	142
2013 Q2	$41K	Buy	+2,671	New	+$38.3K	0.01%	140

Other funds holding F

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Ford (F) in Q3 2013, closing a stake of 2,671 shares — an estimated $41K sold.

Obermeyer Wealth Partners first reported a position in F in Q2 2013 and held it in 1 quarter. The position peaked at $41K in Q2 2013. 956 funds tracked by Wall St. Rank hold F as of Q3 2013.

Obermeyer Wealth Partners reported no remaining Ford position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,671 Ford shares in Q3 2013, an estimated $41K.
Obermeyer Wealth Partners first reported a position in Ford in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's Ford position peaked at $41K in Q2 2013.
956 funds tracked by Wall St. Rank held Ford as of Q3 2013.

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