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Obermeyer Wealth Partners’s OraSure Technologies OSUR Stock Holding History

Obermeyer Wealth Partners’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,000
Closed -$129K – 68
2014
Q2 		$129K Buy
15,000
+5,000
+50% +$35.1K 0.03% 61
2014
Q1 		$80K Buy
+10,000
New +$69.9K 0.02% 58
2013
Q4 		– Sell
-25,000
Closed -$150K – 64
2013
Q3 		$150K Buy
25,000
+5,000
+25% +$25K 0.04% 57
2013
Q2 		$78K Buy
+20,000
New +$89.2K 0.02% 94

Other funds holding OSUR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of OraSure Technologies (OSUR) in Q3 2014, closing a stake of 15,000 shares — an estimated $129K sold.

Obermeyer Wealth Partners first reported a position in OSUR in Q2 2013 and held it in 4 quarters. The position peaked at $150K in Q3 2013. 131 funds tracked by Wall St. Rank hold OSUR as of Q3 2014.

  • Obermeyer Wealth Partners reported no remaining OraSure Technologies position as of Q3 2014 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 15,000 OraSure Technologies shares in Q3 2014, an estimated $129K.
  • Obermeyer Wealth Partners first reported a position in OraSure Technologies in Q2 2013 and held it in 4 quarters.
  • Obermeyer Wealth Partners's OraSure Technologies position peaked at $150K in Q3 2013.
  • 131 funds tracked by Wall St. Rank held OraSure Technologies as of Q3 2014.

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