OWP
Obermeyer Wealth Partners’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$261K | 0.52% | 37 |
|
|
2016
Q2 | $5.47M | Sell |
99,534
-9,350
| -9% | -$513K | 0.54% | 36 |
|
|
2016
Q1 | $5.91M | Sell |
108,884
-6,293
| -5% | -$342K | 0.55% | 34 |
|
|
2015
Q4 | $5.8M | Sell |
115,177
-9,503
| -8% | -$479K | 0.53% | 34 |
|
|
2015
Q3 | $6.49M | Sell |
124,680
-2,775
| -2% | -$144K | 0.68% | 32 |
|
|
2015
Q2 | $7M | Sell |
127,455
-3,938
| -3% | -$216K | 0.6% | 40 |
|
|
2015
Q1 | $7.17M | Sell |
131,393
-5,085
| -4% | -$277K | 0.59% | 49 |
|
|
2014
Q4 | $7.77M | Sell |
136,478
-1,974
| -1% | -$112K | 0.7% | 51 |
|
|
2014
Q3 | $8.13M | Sell |
138,452
-640
| -0.5% | -$37.6K | 2% | 25 |
|
|
2014
Q2 | $8.63M | Sell |
139,092
-4,540
| -3% | -$282K | 2.1% | 25 |
|
|
2014
Q1 | $8.63M | Sell |
143,632
-6,480
| -4% | -$389K | 2.16% | 26 |
|
|
2013
Q4 | $8.77M | Sell |
150,112
-3,570
| -2% | -$209K | 2.24% | 26 |
|
|
2013
Q3 | $9.16M | Sell |
153,682
-7,624
| -5% | -$454K | 2.57% | 25 |
|
|
2013
Q2 | $9.29M | Buy |
+161,306
| New | +$9.29M | 2.57% | 24 |
|