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Obermeyer Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Obermeyer Wealth Partners’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-416
Closed -$10K – 235
2013
Q2 		$10K Buy
+416
New +$10.4K ﹤0.01% 266

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3AM
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HighTower Advisors
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BL
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CCA
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Envestnet Asset Management
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Goldman Sachs
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PFG
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Obermeyer Wealth Partners's SCHE Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2013, closing a stake of 416 shares — an estimated $10K sold.

Obermeyer Wealth Partners first reported a position in SCHE in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 86 funds tracked by Wall St. Rank hold SCHE as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 416 Schwab Emerging Markets Equity ETF shares in Q3 2013, an estimated $10K.
  • Obermeyer Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $10K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2013.

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