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Old Mutual Customised Solutions’s Scansource SCSC Stock Holding History

Old Mutual Customised Solutions’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$16K – 1155
2013
Q2 		$16K Buy
+500
New +$15.2K ﹤0.01% 1395

Other funds holding SCSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Scansource (SCSC) in Q3 2013, closing a stake of 500 shares — an estimated $16K sold.

Old Mutual Customised Solutions first reported a position in SCSC in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 155 funds tracked by Wall St. Rank hold SCSC as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Scansource position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 500 Scansource shares in Q3 2013, an estimated $16K.
  • Old Mutual Customised Solutions first reported a position in Scansource in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Scansource position peaked at $16K in Q2 2013.
  • 155 funds tracked by Wall St. Rank held Scansource as of Q3 2013.

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