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Obermeyer Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Obermeyer Wealth Partners’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-390
Closed -$21K – 273
2013
Q2 		$21K Buy
+390
New +$22.5K 0.01% 195

Other funds holding VNQI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2013, closing a stake of 390 shares — an estimated $21K sold.

Obermeyer Wealth Partners first reported a position in VNQI in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 70 funds tracked by Wall St. Rank hold VNQI as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 390 Vanguard Global ex-US Real Estate ETF shares in Q3 2013, an estimated $21K.
  • Obermeyer Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $21K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2013.

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