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Old Mutual Customised Solutions’s Williams-Sonoma WSM Stock Holding History

Old Mutual Customised Solutions’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,000
Closed -$56K – 1248
2013
Q2 		$56K Buy
+2,000
New +$53.9K 0.02% 686

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BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Old Mutual Customised Solutions sold out of Williams-Sonoma (WSM) in Q3 2013, closing a stake of 2,000 shares — an estimated $56K sold.

Old Mutual Customised Solutions first reported a position in WSM in Q2 2013 and held it in 1 quarter. The position peaked at $56K in Q2 2013. 290 funds tracked by Wall St. Rank hold WSM as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Williams-Sonoma position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 2,000 Williams-Sonoma shares in Q3 2013, an estimated $56K.
  • Old Mutual Customised Solutions first reported a position in Williams-Sonoma in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Williams-Sonoma position peaked at $56K in Q2 2013.
  • 290 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2013.

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