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Old Mutual Customised Solutions’s Ethan Allen Interiors ETD Stock Holding History

Old Mutual Customised Solutions’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-800
Closed -$23K – 923
2013
Q2 		$23K Buy
+800
New +$24.8K 0.01% 1119

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OAMG
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DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Ethan Allen Interiors (ETD) in Q3 2013, closing a stake of 800 shares — an estimated $23K sold.

Old Mutual Customised Solutions first reported a position in ETD in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 129 funds tracked by Wall St. Rank hold ETD as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Ethan Allen Interiors position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 800 Ethan Allen Interiors shares in Q3 2013, an estimated $23K.
  • Old Mutual Customised Solutions first reported a position in Ethan Allen Interiors in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Ethan Allen Interiors position peaked at $23K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2013.

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