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Obermeyer Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

Obermeyer Wealth Partners’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-75
Closed -$3K – 177
2013
Q2 		$3K Buy
+75
New +$3.39K ﹤0.01% 329

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BTS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares US Energy ETF (IYE) in Q3 2013, closing a stake of 75 shares — an estimated $3K sold.

Obermeyer Wealth Partners first reported a position in IYE in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 107 funds tracked by Wall St. Rank hold IYE as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares US Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 75 iShares US Energy ETF shares in Q3 2013, an estimated $3K.
  • Obermeyer Wealth Partners first reported a position in iShares US Energy ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares US Energy ETF position peaked at $3K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2013.

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