Obermeyer Wealth Partners’s Wolfspeed WOLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-130	Closed	-$8K	–	284
2013 Q2	$8K	Buy	+130	New	+$7.61K	﹤0.01%	293

Other funds holding WOLF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Obermeyer Wealth Partners sold out of Wolfspeed (WOLF) in Q3 2013, closing a stake of 130 shares — an estimated $8K sold.

Obermeyer Wealth Partners first reported a position in WOLF in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 381 funds tracked by Wall St. Rank hold WOLF as of Q3 2013.

Obermeyer Wealth Partners reported no remaining Wolfspeed position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 130 Wolfspeed shares in Q3 2013, an estimated $8K.
Obermeyer Wealth Partners first reported a position in Wolfspeed in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's Wolfspeed position peaked at $8K in Q2 2013.
381 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2013.

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