OWP
SNOA icon

Obermeyer Wealth Partners’s Sonoma Pharmaceuticals SNOA Stock Holding History

Obermeyer Wealth Partners’s Portfolio SNOA Stock Details SNOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2
Closed -$4K – 246
2013
Q2 		$4K Buy
+2
New +$7.15K ﹤0.01% 318

Other funds holding SNOA

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Sonoma Pharmaceuticals (SNOA) in Q3 2013, closing a stake of 2 shares — an estimated $4K sold.

Obermeyer Wealth Partners first reported a position in SNOA in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 14 funds tracked by Wall St. Rank hold SNOA as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Sonoma Pharmaceuticals position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2 Sonoma Pharmaceuticals shares in Q3 2013, an estimated $4K.
  • Obermeyer Wealth Partners first reported a position in Sonoma Pharmaceuticals in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Sonoma Pharmaceuticals position peaked at $4K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held Sonoma Pharmaceuticals as of Q3 2013.

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