OWP
GCC icon

Obermeyer Wealth Partners’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Obermeyer Wealth Partners’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-690
Closed -$18K – 153
2013
Q2 		$18K Buy
+690
New +$18.7K 0.01% 207

Other funds holding GCC

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2013, closing a stake of 690 shares — an estimated $18K sold.

Obermeyer Wealth Partners first reported a position in GCC in Q2 2013 and held it in 1 quarter. The position peaked at $18K in Q2 2013. 48 funds tracked by Wall St. Rank hold GCC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 690 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2013, an estimated $18K.
  • Obermeyer Wealth Partners first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's WisdomTree Enhanced Commodity Strategy Fund position peaked at $18K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2013.

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