OWP
HOT

Obermeyer Wealth Partners’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History

Obermeyer Wealth Partners’s Portfolio HOT Stock Details HOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-41,719
Closed -$3.08M – 135
2016
Q2 		$3.08M Sell
41,719
-7,600
-15% -$584K 0.31% 40
2016
Q1 		$4.12M Sell
49,319
-1,710
-3% -$117K 0.38% 35
2015
Q4 		$3.54M Sell
51,029
-7,105
-12% -$507K 0.32% 37
2015
Q3 		$3.87M Sell
58,134
-242,380
-81% -$18.4M 0.41% 38
2015
Q2 		$24.4M Buy
300,514
+19,789
+7% +$1.66M 2.08% 16
2015
Q1 		$23.4M Buy
280,725
+32,880
+13% +$2.57M 1.92% 16
2014
Q4 		$20.1M Buy
+247,845
New +$19.3M 1.82% 19

Other funds holding HOT

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Obermeyer Wealth Partners's HOT Position: Q3 2016 in Review

Obermeyer Wealth Partners sold out of STARWOOD HOTELS & RESORTS WORLDWIDE, INC. (HOT) in Q3 2016, closing a stake of 41,719 shares — an estimated $3.08M sold.

Obermeyer Wealth Partners first reported a position in HOT in Q4 2014 and held it in 7 quarters. The position peaked at $24.4M in Q2 2015. 1 fund tracked by Wall St. Rank holds HOT as of Q3 2016.

  • Obermeyer Wealth Partners reported no remaining STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position as of Q3 2016 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 41,719 STARWOOD HOTELS & RESORTS WORLDWIDE, INC. shares in Q3 2016, an estimated $3.08M.
  • Obermeyer Wealth Partners first reported a position in STARWOOD HOTELS & RESORTS WORLDWIDE, INC. in Q4 2014 and held it in 7 quarters.
  • Obermeyer Wealth Partners's STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position peaked at $24.4M in Q2 2015.
  • 1 fund tracked by Wall St. Rank held STARWOOD HOTELS & RESORTS WORLDWIDE, INC. as of Q3 2016.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2016, filed 4 Nov 2016.