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Obermeyer Wealth Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Obermeyer Wealth Partners’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,666
Closed -$57K – 224
2013
Q2 		$57K Buy
+2,666
New +$57.5K 0.02% 116

Other funds holding PWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2013, closing a stake of 2,666 shares — an estimated $57K sold.

Obermeyer Wealth Partners first reported a position in PWB in Q2 2013 and held it in 1 quarter. The position peaked at $57K in Q2 2013. 36 funds tracked by Wall St. Rank hold PWB as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Invesco Large Cap Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,666 Invesco Large Cap Growth ETF shares in Q3 2013, an estimated $57K.
  • Obermeyer Wealth Partners first reported a position in Invesco Large Cap Growth ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco Large Cap Growth ETF position peaked at $57K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2013.

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