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Old Mutual Customised Solutions’s Community Bank CBU Stock Holding History

Old Mutual Customised Solutions’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$15K – 847
2013
Q2 		$15K Buy
+500
New +$14.6K ﹤0.01% 1421

Other funds holding CBU

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CFS
Community Financial System Dewitt, New York $457M AUM 10.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Community Bank (CBU) in Q3 2013, closing a stake of 500 shares — an estimated $15K sold.

Old Mutual Customised Solutions first reported a position in CBU in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 133 funds tracked by Wall St. Rank hold CBU as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Community Bank position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 500 Community Bank shares in Q3 2013, an estimated $15K.
  • Old Mutual Customised Solutions first reported a position in Community Bank in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Community Bank position peaked at $15K in Q2 2013.
  • 133 funds tracked by Wall St. Rank held Community Bank as of Q3 2013.

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