OWP
MILL

Obermeyer Wealth Partners’s MILLER ENERGY RESOURCES, INC COM STK MILL Stock Holding History

Obermeyer Wealth Partners’s Portfolio MILL Stock Details MILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12,910
Closed -$83K – 69
2014
Q2 		$83K Hold
12,910
– – 0.02% 62
2014
Q1 		$76K Hold
12,910
– – 0.02% 59
2013
Q4 		$91K Hold
12,910
– – 0.02% 60
2013
Q3 		$94K Buy
12,910
+10,780
+506% +$59.9K 0.03% 58
2013
Q2 		$9K Buy
+2,130
New +$8.3K ﹤0.01% 283

Other funds holding MILL

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Obermeyer Wealth Partners's MILL Position: Q3 2014 in Review

Obermeyer Wealth Partners sold out of MILLER ENERGY RESOURCES, INC COM STK (MILL) in Q3 2014, closing a stake of 12,910 shares — an estimated $83K sold.

Obermeyer Wealth Partners first reported a position in MILL in Q2 2013 and held it in 5 quarters. The position peaked at $94K in Q3 2013. 59 funds tracked by Wall St. Rank hold MILL as of Q3 2014.

  • Obermeyer Wealth Partners reported no remaining MILLER ENERGY RESOURCES, INC COM STK position as of Q3 2014 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 12,910 MILLER ENERGY RESOURCES, INC COM STK shares in Q3 2014, an estimated $83K.
  • Obermeyer Wealth Partners first reported a position in MILLER ENERGY RESOURCES, INC COM STK in Q2 2013 and held it in 5 quarters.
  • Obermeyer Wealth Partners's MILLER ENERGY RESOURCES, INC COM STK position peaked at $94K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held MILLER ENERGY RESOURCES, INC COM STK as of Q3 2014.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2014, filed 28 Oct 2014.