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Old Mutual Customised Solutions’s Curtiss-Wright CW Stock Holding History

Old Mutual Customised Solutions’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$15K – 890
2013
Q2 		$15K Buy
+400
New +$13.9K ﹤0.01% 1423

Other funds holding CW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Curtiss-Wright (CW) in Q3 2013, closing a stake of 400 shares — an estimated $15K sold.

Old Mutual Customised Solutions first reported a position in CW in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 164 funds tracked by Wall St. Rank hold CW as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Curtiss-Wright position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 400 Curtiss-Wright shares in Q3 2013, an estimated $15K.
  • Old Mutual Customised Solutions first reported a position in Curtiss-Wright in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Curtiss-Wright position peaked at $15K in Q2 2013.
  • 164 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2013.

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