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Old Mutual Customised Solutions’s WaFd WAFD Stock Holding History

Old Mutual Customised Solutions’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,300
Closed -$25K – 1238
2013
Q2 		$25K Buy
+1,300
New +$22.3K 0.01% 1077

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of WaFd (WAFD) in Q3 2013, closing a stake of 1,300 shares — an estimated $25K sold.

Old Mutual Customised Solutions first reported a position in WAFD in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 192 funds tracked by Wall St. Rank hold WAFD as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining WaFd position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,300 WaFd shares in Q3 2013, an estimated $25K.
  • Old Mutual Customised Solutions first reported a position in WaFd in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's WaFd position peaked at $25K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held WaFd as of Q3 2013.

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