Old Mutual Customised Solutions’s Apple AAPL Stock Holding History

Old Mutual Customised Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$15.6M	Buy	336,264 +2,800	+0.8%	+$127K	1.55%	4
2018 Q1	$14M	Buy	333,464 +10,400	+3%	+$448K	1.43%	5
2017 Q4	$13.7M	Sell	323,064 -4,000	-1%	-$167K	1.4%	4
2017 Q3	$12.6M	Buy	327,064 +3,600	+1%	+$140K	1.71%	3
2017 Q2	$11.6M	Buy	323,464 +12,800	+4%	+$473K	1.72%	3
2017 Q1	$11.2M	Buy	310,664 +53,864	+21%	+$1.77M	1.72%	3
2016 Q4	$7.44M	Buy	256,800 +170,000	+196%	+$4.82M	1.36%	3
2016 Q3	$2.45M	Sell	86,800 -33,200	-28%	-$879K	0.7%	23
2016 Q2	$2.87M	Sell	120,000 -7,200	-6%	-$179K	0.72%	23
2016 Q1	$3.47M	Buy	127,200 +34,400	+37%	+$857K	0.9%	17
2015 Q4	$2.44M	Hold	92,800	–	–	0.62%	33
2015 Q3	$2.56M	Sell	92,800 -7,600	-8%	-$223K	0.69%	27
2015 Q2	$3.15M	Hold	100,400	–	–	0.75%	24
2015 Q1	$3.12M	Sell	100,400 -25,600	-20%	-$773K	0.76%	22
2014 Q4	$3.48M	Sell	126,000 -16,000	-11%	-$435K	0.99%	16
2014 Q3	$3.58M	Sell	142,000 -70,400	-33%	-$1.73M	1.01%	13
2014 Q2	$4.93M	Sell	212,400 -17,200	-7%	-$366K	1.19%	10
2014 Q1	$4.4M	Buy	229,600 +28,000	+14%	+$533K	1.1%	13
2013 Q4	$4.04M	Hold	201,600	–	–	1.06%	13
2013 Q3	$3.43M	Buy	201,600 +8,400	+4%	+$139K	0.97%	16
2013 Q2	$2.74M	Buy	+193,200	New	+$2.97M	0.79%	19

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Old Mutual Customised Solutions's AAPL Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Apple (AAPL) stake by 0.84% in Q2 2018, buying an estimated $127K and bringing the position to 336,264 shares worth $15.6M. The position accounts for 1.55% of the portfolio, ranked #4.

Old Mutual Customised Solutions first reported a position in AAPL in Q2 2013 and has held it in 21 quarters since. 2,782 funds tracked by Wall St. Rank hold AAPL as of Q2 2018.

Old Mutual Customised Solutions held 336,264 shares of Apple worth $15.6M as of Q2 2018.
Old Mutual Customised Solutions bought 2,800 Apple shares in Q2 2018, an estimated $127K.
Apple made up 1.55% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #4 holding.
Old Mutual Customised Solutions first reported a position in Apple in Q2 2013 and has held it in 21 quarters since.
2,782 funds tracked by Wall St. Rank held Apple as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.