Obermeyer Wealth Partners’s iShares Global Materials ETF MXI Stock Holding History

Obermeyer Wealth Partners’s Portfolio MXI Stock Details MXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-50	Closed	-$3K	–	200
2013 Q2	$3K	Buy	+50	New	+$2.89K	﹤0.01%	330

Other funds holding MXI

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares Global Materials ETF (MXI) in Q3 2013, closing a stake of 50 shares — an estimated $3K sold.

Obermeyer Wealth Partners first reported a position in MXI in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 65 funds tracked by Wall St. Rank hold MXI as of Q3 2013.

Obermeyer Wealth Partners reported no remaining iShares Global Materials ETF position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 50 iShares Global Materials ETF shares in Q3 2013, an estimated $3K.
Obermeyer Wealth Partners first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's iShares Global Materials ETF position peaked at $3K in Q2 2013.
65 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2013.

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