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Advisor Group’s Custom Truck One Source CTOS Stock Holding History

Advisor Group’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Buy
1,168
+843
+259% +$3.69K ﹤0.01% 4646
2019
Q3 		$2K Sell
325
-620
-66% -$4.85K ﹤0.01% 4952
2019
Q2 		$10K Buy
+945
New +$9.7K ﹤0.01% 4360

Other funds holding CTOS

EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Advisor Group's CTOS Position: Q4 2019 in Review

Advisor Group increased its Custom Truck One Source (CTOS) stake by 259% in Q4 2019, buying an estimated $3.69K and bringing the position to 1,168 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4646.

Advisor Group first reported a position in CTOS in Q2 2019 and has held it in 3 quarters since. The position peaked at $10K in Q2 2019. 37 funds tracked by Wall St. Rank hold CTOS as of Q4 2019.

  • Advisor Group held 1,168 shares of Custom Truck One Source worth $5K as of Q4 2019.
  • Advisor Group bought 843 Custom Truck One Source shares in Q4 2019, an estimated $3.69K.
  • Custom Truck One Source made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4646 holding.
  • Advisor Group first reported a position in Custom Truck One Source in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Custom Truck One Source position peaked at $10K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.