OWP
PTM

Obermeyer Wealth Partners’s E-TRACS UBS Long Platinum ETN PTM Stock Holding History

Obermeyer Wealth Partners’s Portfolio PTM Stock Details PTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-30
Closed – – 367
2013
Q2 		$0 Buy
+30
New +$498 ﹤0.01% 364

Other funds holding PTM

BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HRIA
Haberer Registered Investment Advisor Cincinnati, Ohio $165M AUM 11.95% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of E-TRACS UBS Long Platinum ETN (PTM) in Q3 2013, closing a stake of 30 shares.

Obermeyer Wealth Partners first reported a position in PTM in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 10 funds tracked by Wall St. Rank hold PTM as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining E-TRACS UBS Long Platinum ETN position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 30 E-TRACS UBS Long Platinum ETN shares in Q3 2013.
  • Obermeyer Wealth Partners first reported a position in E-TRACS UBS Long Platinum ETN in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's E-TRACS UBS Long Platinum ETN position peaked at $0 in Q2 2013.
  • 10 funds tracked by Wall St. Rank held E-TRACS UBS Long Platinum ETN as of Q3 2013.

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