Obermeyer Wealth Partners’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-6,760	Closed	-$119K	–	289
2013 Q2	$119K	Buy	+6,760	New	+$120K	0.03%	72

Other funds holding X

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BFA

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

Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of US Steel (X) in Q3 2013, closing a stake of 6,760 shares — an estimated $119K sold.

Obermeyer Wealth Partners first reported a position in X in Q2 2013 and held it in 1 quarter. The position peaked at $119K in Q2 2013. 276 funds tracked by Wall St. Rank hold X as of Q3 2013.

Obermeyer Wealth Partners reported no remaining US Steel position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 6,760 US Steel shares in Q3 2013, an estimated $119K.
Obermeyer Wealth Partners first reported a position in US Steel in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's US Steel position peaked at $119K in Q2 2013.
276 funds tracked by Wall St. Rank held US Steel as of Q3 2013.

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