OWP
MSON

Obermeyer Wealth Partners’s Misonix Inc MSON Stock Holding History

Obermeyer Wealth Partners’s Portfolio MSON Stock Details MSON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$3K – 306
2013
Q2 		$3K Buy
+500
New +$2.85K ﹤0.01% 335

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WA
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GPGA
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BIT
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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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California Public Employees Retirement System
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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Misonix Inc (MSON) in Q3 2013, closing a stake of 500 shares — an estimated $3K sold.

Obermeyer Wealth Partners first reported a position in MSON in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 14 funds tracked by Wall St. Rank hold MSON as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Misonix Inc position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 500 Misonix Inc shares in Q3 2013, an estimated $3K.
  • Obermeyer Wealth Partners first reported a position in Misonix Inc in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Misonix Inc position peaked at $3K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held Misonix Inc as of Q3 2013.

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