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Obermeyer Wealth Partners’s lululemon athletica LULU Stock Holding History

Obermeyer Wealth Partners’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$26K – 184
2013
Q2 		$26K Buy
+400
New +$29K 0.01% 172

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of lululemon athletica (LULU) in Q3 2013, closing a stake of 400 shares — an estimated $26K sold.

Obermeyer Wealth Partners first reported a position in LULU in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 292 funds tracked by Wall St. Rank hold LULU as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining lululemon athletica position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 400 lululemon athletica shares in Q3 2013, an estimated $26K.
  • Obermeyer Wealth Partners first reported a position in lululemon athletica in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's lululemon athletica position peaked at $26K in Q2 2013.
  • 292 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2013.

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