OPCM
Osborne Partners Capital Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-121,457
| Closed | -$3.35M | – | 182 |
|
|
2017
Q1 | $3.35M | Sell |
121,457
-1,156
| -0.9% | -$31.9K | 0.48% | 71 |
|
|
2016
Q4 | $3.65M | Sell |
122,613
-20,752
| -14% | -$617K | 0.53% | 65 |
|
|
2016
Q3 | $3.9M | Sell |
143,365
-14,741
| -9% | -$401K | 0.58% | 63 |
|
|
2016
Q2 | $4.38M | Sell |
158,106
-1,985
| -1% | -$54.9K | 0.65% | 59 |
|
|
2016
Q1 | $4.94M | Buy |
160,091
+10,725
| +7% | +$331K | 0.72% | 52 |
|
|
2015
Q4 | $5.39M | Buy |
149,366
+2,333
| +2% | +$84.1K | 0.78% | 47 |
|
|
2015
Q3 | $5.18M | Buy |
147,033
+14,435
| +11% | +$509K | 0.76% | 48 |
|
|
2015
Q2 | $6.16M | Buy |
132,598
+56,318
| +74% | +$2.62M | 0.82% | 40 |
|
|
2015
Q1 | $3.47M | Buy |
+76,280
| New | +$3.47M | 0.46% | 65 |
|