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Old Mutual Customised Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Old Mutual Customised Solutions’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-16,395
Closed -$966K – 724
2014
Q3 		$966K Buy
+16,395
New +$778K 0.27% 68

Other funds holding ACWX

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Old Mutual Customised Solutions's ACWX Position: Q4 2014 in Review

Old Mutual Customised Solutions sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2014, closing a stake of 16,395 shares — an estimated $966K sold.

Old Mutual Customised Solutions first reported a position in ACWX in Q3 2014 and held it in 1 quarter. The position peaked at $966K in Q3 2014. 153 funds tracked by Wall St. Rank hold ACWX as of Q4 2014.

  • Old Mutual Customised Solutions reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2014 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 16,395 iShares MSCI ACWI ex US ETF shares in Q4 2014, an estimated $966K.
  • Old Mutual Customised Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q3 2014 and held it in 1 quarter.
  • Old Mutual Customised Solutions's iShares MSCI ACWI ex US ETF position peaked at $966K in Q3 2014.
  • 153 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2014.

Based on Old Mutual Customised Solutions's 13F filing for Q4 2014, filed 29 Jan 2015.