OWP
MLPL

Obermeyer Wealth Partners’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

Obermeyer Wealth Partners’s Portfolio MLPL Stock Details MLPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-350
Closed -$19K – 344
2013
Q2 		$19K Buy
+350
New +$18.3K 0.01% 203

Other funds holding MLPL

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q3 2013, closing a stake of 350 shares — an estimated $19K sold.

Obermeyer Wealth Partners first reported a position in MLPL in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 18 funds tracked by Wall St. Rank hold MLPL as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 350 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q3 2013, an estimated $19K.
  • Obermeyer Wealth Partners first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $19K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q3 2013.

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