OMCS
SF

Old Mutual Customised Solutions’s Stifel SF Stock Holding History

Old Mutual Customised Solutions’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,350
Closed -$21K – 1157
2013
Q2 		$21K Buy
+1,350
New +$20.4K 0.01% 1198

Other funds holding SF

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Stifel (SF) in Q3 2013, closing a stake of 1,350 shares — an estimated $21K sold.

Old Mutual Customised Solutions first reported a position in SF in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 184 funds tracked by Wall St. Rank hold SF as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Stifel position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,350 Stifel shares in Q3 2013, an estimated $21K.
  • Old Mutual Customised Solutions first reported a position in Stifel in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Stifel position peaked at $21K in Q2 2013.
  • 184 funds tracked by Wall St. Rank held Stifel as of Q3 2013.

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