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Obermeyer Wealth Partners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Obermeyer Wealth Partners’s Portfolio XRT Stock Details XRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-40
Closed -$2K – 294
2013
Q2 		$2K Buy
+40
New +$1.5K ﹤0.01% 347

Other funds holding XRT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of State Street SPDR S&P Retail ETF (XRT) in Q3 2013, closing a stake of 40 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in XRT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 74 funds tracked by Wall St. Rank hold XRT as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining State Street SPDR S&P Retail ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 40 State Street SPDR S&P Retail ETF shares in Q3 2013, an estimated $2K.
  • Obermeyer Wealth Partners first reported a position in State Street SPDR S&P Retail ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's State Street SPDR S&P Retail ETF position peaked at $2K in Q2 2013.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q3 2013.

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