OWP
PCL

Obermeyer Wealth Partners’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Obermeyer Wealth Partners’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-440
Closed -$21K – 342
2013
Q2 		$21K Buy
+440
New +$22.1K 0.01% 197

Other funds holding PCL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q3 2013, closing a stake of 440 shares — an estimated $21K sold.

Obermeyer Wealth Partners first reported a position in PCL in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 571 funds tracked by Wall St. Rank hold PCL as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 440 PLUM CREEK TIMBER CO (REIT) shares in Q3 2013, an estimated $21K.
  • Obermeyer Wealth Partners first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's PLUM CREEK TIMBER CO (REIT) position peaked at $21K in Q2 2013.
  • 571 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q3 2013.

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