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Obermeyer Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Obermeyer Wealth Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-628
Closed -$13K – 173
2013
Q2 		$13K Buy
+628
New +$13.3K ﹤0.01% 245

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WTIM
Wilmington Trust Investment Management Wilmington, Delaware $492M AUM 25.19% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2013, closing a stake of 628 shares — an estimated $13K sold.

Obermeyer Wealth Partners first reported a position in IVW in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 288 funds tracked by Wall St. Rank hold IVW as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 628 iShares S&P 500 Growth ETF shares in Q3 2013, an estimated $13K.
  • Obermeyer Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares S&P 500 Growth ETF position peaked at $13K in Q2 2013.
  • 288 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2013.

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