OWP
QEP

Obermeyer Wealth Partners’s QEP RESOURCES, INC. QEP Stock Holding History

Obermeyer Wealth Partners’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-540
Closed -$15K – 313
2013
Q2 		$15K Buy
+540
New +$15.7K ﹤0.01% 230

Other funds holding QEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of QEP RESOURCES, INC. (QEP) in Q3 2013, closing a stake of 540 shares — an estimated $15K sold.

Obermeyer Wealth Partners first reported a position in QEP in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 370 funds tracked by Wall St. Rank hold QEP as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining QEP RESOURCES, INC. position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 540 QEP RESOURCES, INC. shares in Q3 2013, an estimated $15K.
  • Obermeyer Wealth Partners first reported a position in QEP RESOURCES, INC. in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's QEP RESOURCES, INC. position peaked at $15K in Q2 2013.
  • 370 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q3 2013.

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