OWP
PCH

Obermeyer Wealth Partners’s PotlatchDeltic PCH Stock Holding History

Obermeyer Wealth Partners’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-375
Closed -$15K – 213
2013
Q2 		$15K Buy
+375
New +$17.2K ﹤0.01% 225

Other funds holding PCH

PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of PotlatchDeltic (PCH) in Q3 2013, closing a stake of 375 shares — an estimated $15K sold.

Obermeyer Wealth Partners first reported a position in PCH in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 216 funds tracked by Wall St. Rank hold PCH as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining PotlatchDeltic position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 375 PotlatchDeltic shares in Q3 2013, an estimated $15K.
  • Obermeyer Wealth Partners first reported a position in PotlatchDeltic in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's PotlatchDeltic position peaked at $15K in Q2 2013.
  • 216 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2013.

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