OWP
USCI icon

Obermeyer Wealth Partners’s US Commodity Index USCI Stock Holding History

Obermeyer Wealth Partners’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-225
Closed -$12K – 266
2013
Q2 		$12K Buy
+225
New +$12.4K ﹤0.01% 254

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of US Commodity Index (USCI) in Q3 2013, closing a stake of 225 shares — an estimated $12K sold.

Obermeyer Wealth Partners first reported a position in USCI in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 40 funds tracked by Wall St. Rank hold USCI as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining US Commodity Index position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 225 US Commodity Index shares in Q3 2013, an estimated $12K.
  • Obermeyer Wealth Partners first reported a position in US Commodity Index in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's US Commodity Index position peaked at $12K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2013.

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