OMCS
UNS

Old Mutual Customised Solutions’s UNS ENERGY CORP COM UNS Stock Holding History

Old Mutual Customised Solutions’s Portfolio UNS Stock Details UNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$18K – 1566
2013
Q2 		$18K Buy
+400
New +$19.3K 0.01% 1334

Other funds holding UNS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of UNS ENERGY CORP COM (UNS) in Q3 2013, closing a stake of 400 shares — an estimated $18K sold.

Old Mutual Customised Solutions first reported a position in UNS in Q2 2013 and held it in 1 quarter. The position peaked at $18K in Q2 2013. 201 funds tracked by Wall St. Rank hold UNS as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining UNS ENERGY CORP COM position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 400 UNS ENERGY CORP COM shares in Q3 2013, an estimated $18K.
  • Old Mutual Customised Solutions first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's UNS ENERGY CORP COM position peaked at $18K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2013.

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