OWP
POWI icon

Obermeyer Wealth Partners’s Power Integrations POWI Stock Holding History

Obermeyer Wealth Partners’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$8K – 221
2013
Q2 		$8K Buy
+400
New +$8.34K ﹤0.01% 290

Other funds holding POWI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Power Integrations (POWI) in Q3 2013, closing a stake of 400 shares — an estimated $8K sold.

Obermeyer Wealth Partners first reported a position in POWI in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 178 funds tracked by Wall St. Rank hold POWI as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Power Integrations position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 400 Power Integrations shares in Q3 2013, an estimated $8K.
  • Obermeyer Wealth Partners first reported a position in Power Integrations in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Power Integrations position peaked at $8K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Power Integrations as of Q3 2013.

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