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Obermeyer Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Obermeyer Wealth Partners’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-349
Closed -$39K – 259
2013
Q2 		$39K Buy
+349
New +$41.3K 0.01% 143

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LTI
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BFA
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TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q3 2013, closing a stake of 349 shares — an estimated $39K sold.

Obermeyer Wealth Partners first reported a position in TIP in Q2 2013 and held it in 1 quarter. The position peaked at $39K in Q2 2013. 429 funds tracked by Wall St. Rank hold TIP as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 349 iShares TIPS Bond ETF shares in Q3 2013, an estimated $39K.
  • Obermeyer Wealth Partners first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares TIPS Bond ETF position peaked at $39K in Q2 2013.
  • 429 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2013.

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