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Obermeyer Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Obermeyer Wealth Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-50
Closed -$5K – 175
2013
Q2 		$5K Buy
+50
New +$4.79K ﹤0.01% 312

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q3 2013, closing a stake of 50 shares — an estimated $5K sold.

Obermeyer Wealth Partners first reported a position in IWV in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 204 funds tracked by Wall St. Rank hold IWV as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 50 iShares Russell 3000 ETF shares in Q3 2013, an estimated $5K.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares Russell 3000 ETF position peaked at $5K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2013.

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