OMCS
PVTB

Old Mutual Customised Solutions’s PrivateBancorp Inc PVTB Stock Holding History

Old Mutual Customised Solutions’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,100
Closed -$23K – 1434
2013
Q2 		$23K Buy
+1,100
New +$21.2K 0.01% 1136

Other funds holding PVTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Old Mutual Customised Solutions sold out of PrivateBancorp Inc (PVTB) in Q3 2013, closing a stake of 1,100 shares — an estimated $23K sold.

Old Mutual Customised Solutions first reported a position in PVTB in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 176 funds tracked by Wall St. Rank hold PVTB as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining PrivateBancorp Inc position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,100 PrivateBancorp Inc shares in Q3 2013, an estimated $23K.
  • Old Mutual Customised Solutions first reported a position in PrivateBancorp Inc in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's PrivateBancorp Inc position peaked at $23K in Q2 2013.
  • 176 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q3 2013.

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