OMCS
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Old Mutual Customised Solutions’s Advanced Energy AEIS Stock Holding History

Old Mutual Customised Solutions’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,000
Closed -$17K – 780
2013
Q2 		$17K Buy
+1,000
New +$17.9K ﹤0.01% 1341

Other funds holding AEIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Advanced Energy (AEIS) in Q3 2013, closing a stake of 1,000 shares — an estimated $17K sold.

Old Mutual Customised Solutions first reported a position in AEIS in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 156 funds tracked by Wall St. Rank hold AEIS as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Advanced Energy position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,000 Advanced Energy shares in Q3 2013, an estimated $17K.
  • Old Mutual Customised Solutions first reported a position in Advanced Energy in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Advanced Energy position peaked at $17K in Q2 2013.
  • 156 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2013.

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