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Old Mutual Customised Solutions’s Morningstar MORN Stock Holding History

Old Mutual Customised Solutions’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$23K – 1056
2013
Q2 		$23K Buy
+300
New +$20.8K 0.01% 1124

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RA
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BAMCO Inc
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KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Morningstar (MORN) in Q3 2013, closing a stake of 300 shares — an estimated $23K sold.

Old Mutual Customised Solutions first reported a position in MORN in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Morningstar position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 300 Morningstar shares in Q3 2013, an estimated $23K.
  • Old Mutual Customised Solutions first reported a position in Morningstar in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Morningstar position peaked at $23K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Morningstar as of Q3 2013.

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