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Obermeyer Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Obermeyer Wealth Partners’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-50
Closed -$2K – 190
2013
Q2 		$2K Buy
+50
New +$1.8K ﹤0.01% 345

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BFA
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Obermeyer Wealth Partners's MKC Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q3 2013, closing a stake of 50 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in MKC in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 518 funds tracked by Wall St. Rank hold MKC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 50 McCormick & Company Non-Voting shares in Q3 2013, an estimated $2K.
  • Obermeyer Wealth Partners first reported a position in McCormick & Company Non-Voting in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's McCormick & Company Non-Voting position peaked at $2K in Q2 2013.
  • 518 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2013.

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