Old Mutual Customised Solutions’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$104K	Hold	900	–	–	0.01%	676
2018 Q1	$99K	Hold	900	–	–	0.01%	667
2017 Q4	$82K	Hold	900	–	–	0.01%	688
2017 Q3	$73K	Hold	900	–	–	0.01%	730
2017 Q2	$68K	Hold	900	–	–	0.01%	723
2017 Q1	$61K	Hold	900	–	–	0.01%	741
2016 Q4	$60K	Buy	+900	New	+$58.5K	0.01%	746
2013 Q3	–	Sell	-1,000	Closed	-$27K	–	827
2013 Q2	$27K	Buy	+1,000	New	+$25.7K	0.01%	1004

Other funds holding BR

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Old Mutual Customised Solutions held its Broadridge (BR) position steady in Q2 2018 at 900 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #676.

Old Mutual Customised Solutions first reported a position in BR in Q2 2013 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold BR as of Q2 2018.

Old Mutual Customised Solutions held 900 shares of Broadridge worth $104K as of Q2 2018.
Old Mutual Customised Solutions left its Broadridge share count unchanged in Q2 2018.
Broadridge made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #676 holding.
Old Mutual Customised Solutions first reported a position in Broadridge in Q2 2013 and has held it in 8 quarters since.
681 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

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