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Obermeyer Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Obermeyer Wealth Partners’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-153
Closed -$17K – 261
2013
Q2 		$17K Buy
+153
New +$18K ﹤0.01% 216

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Barclays
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2013, closing a stake of 153 shares — an estimated $17K sold.

Obermeyer Wealth Partners first reported a position in TLT in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 165 funds tracked by Wall St. Rank hold TLT as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 153 iShares 20+ Year Treasury Bond ETF shares in Q3 2013, an estimated $17K.
  • Obermeyer Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $17K in Q2 2013.
  • 165 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2013.

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