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Obermeyer Wealth Partners’s SFL Corp SFL Stock Holding History

Obermeyer Wealth Partners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,670
Closed -$54K – 241
2013
Q2 		$54K Buy
+3,670
New +$61.3K 0.02% 120

Other funds holding SFL

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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of SFL Corp (SFL) in Q3 2013, closing a stake of 3,670 shares — an estimated $54K sold.

Obermeyer Wealth Partners first reported a position in SFL in Q2 2013 and held it in 1 quarter. The position peaked at $54K in Q2 2013. 138 funds tracked by Wall St. Rank hold SFL as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining SFL Corp position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,670 SFL Corp shares in Q3 2013, an estimated $54K.
  • Obermeyer Wealth Partners first reported a position in SFL Corp in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's SFL Corp position peaked at $54K in Q2 2013.
  • 138 funds tracked by Wall St. Rank held SFL Corp as of Q3 2013.

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