OMCS
EQY

Old Mutual Customised Solutions’s Equity One EQY Stock Holding History

Old Mutual Customised Solutions’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,200
Closed -$27K – 1445
2013
Q2 		$27K Buy
+1,200
New +$29.2K 0.01% 1027

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Equity One (EQY) in Q3 2013, closing a stake of 1,200 shares — an estimated $27K sold.

Old Mutual Customised Solutions first reported a position in EQY in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 171 funds tracked by Wall St. Rank hold EQY as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Equity One position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,200 Equity One shares in Q3 2013, an estimated $27K.
  • Old Mutual Customised Solutions first reported a position in Equity One in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Equity One position peaked at $27K in Q2 2013.
  • 171 funds tracked by Wall St. Rank held Equity One as of Q3 2013.

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