OBERMEYER ASSET MANAGEMENT CO Information

501 RIO GRANDE PLACE #107, ASPEN, Colorado, 81611, (970) 925-8747

Report Date: 09/30/2014

Position Statistics

Total Positions 71
New Positions 5
Increased Positions 38
Decreased Positions 21
Positions with Activity 59
Sold Out Positions 4
Total Mkt Value (in $ millions) 430

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.97%
Capital Goods 4.78%
Conglomerates
Consumer Cyclical 2.16%
Consumer/Non-Cyclical 0.87%
Energy 2.74%
Financial 42.07%
Healthcare 6.97%
Services 21.11%
Technology 10.63%
Transportation 0.12%
Utilities 0.52%

5 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BERKSHIRE HATHAWAY INC DEL CL A 2,039 2,039 New 9
PROCTER & GAMBLE CO COM 237 237 New 2,532
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 373 373 New 4,380
TECO ENERGY INC COM 244 244 New 11,725
CIVITAS SOLUTIONS INC COM 238 238 New 14,000


Latest News Headlines

View All
Create your free portfolio