Obermeyer Wealth Partners’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Obermeyer Wealth Partners’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-94,951	Closed	-$5.41M	–	135
2016 Q3	$5.41M	Sell	94,951 -4,583	-5%	-$256K	0.52%	37
2016 Q2	$5.46M	Sell	99,534 -9,350	-9%	-$506K	0.54%	36
2016 Q1	$5.91M	Sell	108,884 -6,293	-5%	-$323K	0.55%	34
2015 Q4	$5.8M	Sell	115,177 -9,503	-8%	-$496K	0.53%	34
2015 Q3	$6.49M	Sell	124,680 -2,775	-2%	-$148K	0.68%	32
2015 Q2	$7M	Sell	127,455 -3,938	-3%	-$218K	0.6%	40
2015 Q1	$7.17M	Sell	131,393 -5,085	-4%	-$282K	0.59%	49
2014 Q4	$7.77M	Sell	136,478 -1,974	-1%	-$115K	0.7%	51
2014 Q3	$8.13M	Sell	138,452 -640	-0.5%	-$39.3K	2%	25
2014 Q2	$8.63M	Sell	139,092 -4,540	-3%	-$278K	2.1%	25
2014 Q1	$8.63M	Sell	143,632 -6,480	-4%	-$380K	2.16%	26
2013 Q4	$8.77M	Sell	150,112 -3,570	-2%	-$212K	2.24%	26
2013 Q3	$9.16M	Sell	153,682 -7,624	-5%	-$444K	2.57%	25
2013 Q2	$9.29M	Buy	+161,306	New	+$9.92M	2.57%	24

Other funds holding WIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Obermeyer Wealth Partners's WIP Position: Q4 2016 in Review

Obermeyer Wealth Partners sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 94,951 shares — an estimated $5.41M sold.

Obermeyer Wealth Partners first reported a position in WIP in Q2 2013 and held it in 14 quarters. The position peaked at $9.29M in Q2 2013. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Obermeyer Wealth Partners reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Obermeyer Wealth Partners sold 94,951 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $5.41M.
Obermeyer Wealth Partners first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 14 quarters.
Obermeyer Wealth Partners's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $9.29M in Q2 2013.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2016, filed 13 Feb 2017.