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Obermeyer Wealth Partners’s Invesco International Corporate Bond ETF PICB Stock Holding History

Obermeyer Wealth Partners’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-307
Closed -$8K – 217
2013
Q2 		$8K Buy
+307
New +$8.87K ﹤0.01% 289

Other funds holding PICB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Invesco International Corporate Bond ETF (PICB) in Q3 2013, closing a stake of 307 shares — an estimated $8K sold.

Obermeyer Wealth Partners first reported a position in PICB in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 40 funds tracked by Wall St. Rank hold PICB as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Invesco International Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 307 Invesco International Corporate Bond ETF shares in Q3 2013, an estimated $8K.
  • Obermeyer Wealth Partners first reported a position in Invesco International Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco International Corporate Bond ETF position peaked at $8K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2013.

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