OMCS
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Old Mutual Customised Solutions’s Caleres CAL Stock Holding History

Old Mutual Customised Solutions’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-900
Closed -$19K – 839
2013
Q2 		$19K Buy
+900
New +$16.5K 0.01% 1261

Other funds holding CAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Caleres (CAL) in Q3 2013, closing a stake of 900 shares — an estimated $19K sold.

Old Mutual Customised Solutions first reported a position in CAL in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 161 funds tracked by Wall St. Rank hold CAL as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Caleres position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 900 Caleres shares in Q3 2013, an estimated $19K.
  • Old Mutual Customised Solutions first reported a position in Caleres in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Caleres position peaked at $19K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Caleres as of Q3 2013.

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