Old Mutual Customised Solutions’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$2.93M	Sell	8,730 -400	-4%	-$138K	0.29%	84
2018 Q1	$2.99M	Sell	9,130 -1,600	-15%	-$541K	0.31%	84
2017 Q4	$3.16M	Buy	10,730 +600	+6%	+$162K	0.32%	80
2017 Q3	$2.58M	Hold	10,130	–	–	0.35%	70
2017 Q2	$2M	Hold	10,130	–	–	0.3%	82
2017 Q1	$1.79M	Buy	10,130 +1,130	+13%	+$192K	0.28%	85
2016 Q4	$1.4M	Buy	9,000 +5,200	+137%	+$759K	0.26%	91
2016 Q3	$501K	Sell	3,800 -1,300	-25%	-$171K	0.14%	166
2016 Q2	$662K	Hold	5,100	–	–	0.17%	152
2016 Q1	$647K	Hold	5,100	–	–	0.17%	146
2015 Q4	$737K	Hold	5,100	–	–	0.19%	125
2015 Q3	$668K	Sell	5,100 -2,000	-28%	-$277K	0.18%	133
2015 Q2	$985K	Hold	7,100	–	–	0.23%	101
2015 Q1	$1.07M	Hold	7,100	–	–	0.26%	85
2014 Q4	$923K	Sell	7,100 -400	-5%	-$50.7K	0.26%	86
2014 Q3	$955K	Sell	7,500 -1,700	-18%	-$214K	0.27%	69
2014 Q2	$1.17M	Sell	9,200 -800	-8%	-$104K	0.28%	64
2014 Q1	$1.25M	Hold	10,000	–	–	0.31%	63
2013 Q4	$1.36M	Buy	10,000 +300	+3%	+$39K	0.36%	51
2013 Q3	$1.14M	Hold	9,700	–	–	0.32%	57
2013 Q2	$994K	Buy	+9,700	New	+$922K	0.29%	59

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 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

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

Old Mutual Customised Solutions reduced its Boeing (BA) stake by 4.4% in Q2 2018, selling an estimated $138K and leaving 8,730 shares worth $2.93M. The position accounts for 0.29% of the portfolio, ranked #84.

Old Mutual Customised Solutions first reported a position in BA in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.16M in Q4 2017. 1,923 funds tracked by Wall St. Rank hold BA as of Q2 2018.

Old Mutual Customised Solutions held 8,730 shares of Boeing worth $2.93M as of Q2 2018.
Old Mutual Customised Solutions sold 400 Boeing shares in Q2 2018, an estimated $138K.
Boeing made up 0.29% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #84 holding.
Old Mutual Customised Solutions first reported a position in Boeing in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Boeing position peaked at $3.16M in Q4 2017.
1,923 funds tracked by Wall St. Rank held Boeing as of Q2 2018.

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