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Old Mutual Customised Solutions’s EPR Properties EPR Stock Holding History

Old Mutual Customised Solutions’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$25K – 919
2013
Q2 		$25K Buy
+500
New +$27.1K 0.01% 1059

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Invesco
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SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 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
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of EPR Properties (EPR) in Q3 2013, closing a stake of 500 shares — an estimated $25K sold.

Old Mutual Customised Solutions first reported a position in EPR in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 214 funds tracked by Wall St. Rank hold EPR as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining EPR Properties position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 500 EPR Properties shares in Q3 2013, an estimated $25K.
  • Old Mutual Customised Solutions first reported a position in EPR Properties in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's EPR Properties position peaked at $25K in Q2 2013.
  • 214 funds tracked by Wall St. Rank held EPR Properties as of Q3 2013.

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