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Old Mutual Customised Solutions’s Adtran ADTN Stock Holding History

Old Mutual Customised Solutions’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-900
Closed -$22K – 779
2013
Q2 		$22K Buy
+900
New +$19.9K 0.01% 1146

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Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Old Mutual Customised Solutions's ADTN Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Adtran (ADTN) in Q3 2013, closing a stake of 900 shares — an estimated $22K sold.

Old Mutual Customised Solutions first reported a position in ADTN in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 153 funds tracked by Wall St. Rank hold ADTN as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Adtran position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 900 Adtran shares in Q3 2013, an estimated $22K.
  • Old Mutual Customised Solutions first reported a position in Adtran in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Adtran position peaked at $22K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held Adtran as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.