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Obermeyer Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

Obermeyer Wealth Partners’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,800
Closed -$21K – 176
2013
Q2 		$21K Buy
+1,800
New +$21.3K 0.01% 193

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares Global Tech ETF (IXN) in Q3 2013, closing a stake of 1,800 shares — an estimated $21K sold.

Obermeyer Wealth Partners first reported a position in IXN in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 68 funds tracked by Wall St. Rank hold IXN as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares Global Tech ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,800 iShares Global Tech ETF shares in Q3 2013, an estimated $21K.
  • Obermeyer Wealth Partners first reported a position in iShares Global Tech ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares Global Tech ETF position peaked at $21K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2013.

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