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Old Mutual Customised Solutions’s Usana Health Sciences USNA Stock Holding History

Old Mutual Customised Solutions’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-600
Closed -$22K – 1224
2013
Q2 		$22K Buy
+600
New +$18.2K 0.01% 1166

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Dimensional Fund Advisors
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Schroder Investment Management Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Usana Health Sciences (USNA) in Q3 2013, closing a stake of 600 shares — an estimated $22K sold.

Old Mutual Customised Solutions first reported a position in USNA in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 139 funds tracked by Wall St. Rank hold USNA as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Usana Health Sciences position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 600 Usana Health Sciences shares in Q3 2013, an estimated $22K.
  • Old Mutual Customised Solutions first reported a position in Usana Health Sciences in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Usana Health Sciences position peaked at $22K in Q2 2013.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2013.

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