Old Mutual Customised Solutions’s Everest Group EG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$69K	Hold	300	–	–	0.01%	722
2018 Q1	$77K	Hold	300	–	–	0.01%	695
2017 Q4	$66K	Hold	300	–	–	0.01%	707
2017 Q3	$69K	Hold	300	–	–	0.01%	733
2017 Q2	$76K	Hold	300	–	–	0.01%	710
2017 Q1	$70K	Hold	300	–	–	0.01%	718
2016 Q4	$65K	Buy	+300	New	+$61.8K	0.01%	736
2016 Q3	–	Sell	-800	Closed	-$146K	–	713
2016 Q2	$146K	Hold	800	–	–	0.04%	520
2016 Q1	$158K	Hold	800	–	–	0.04%	491
2015 Q4	$146K	Hold	800	–	–	0.04%	492
2015 Q3	$139K	Hold	800	–	–	0.04%	518
2015 Q2	$146K	Hold	800	–	–	0.03%	538
2015 Q1	$139K	Hold	800	–	–	0.03%	535
2014 Q4	$136K	Sell	800 -100	-11%	-$16.9K	0.04%	510
2014 Q3	$146K	Sell	900 -200	-18%	-$32.4K	0.04%	463
2014 Q2	$177K	Hold	1,100	–	–	0.04%	468
2014 Q1	$168K	Hold	1,100	–	–	0.04%	462
2013 Q4	$171K	Hold	1,100	–	–	0.04%	432
2013 Q3	$160K	Hold	1,100	–	–	0.05%	428
2013 Q2	$141K	Buy	+1,100	New	+$142K	0.04%	469

Other funds holding EG

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Old Mutual Customised Solutions held its Everest Group (EG) position steady in Q2 2018 at 300 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #722.

Old Mutual Customised Solutions first reported a position in EG in Q2 2013 and has held it in 20 quarters since. The position peaked at $177K in Q2 2014. 439 funds tracked by Wall St. Rank hold EG as of Q2 2018.

Old Mutual Customised Solutions held 300 shares of Everest Group worth $69K as of Q2 2018.
Old Mutual Customised Solutions left its Everest Group share count unchanged in Q2 2018.
Everest Group made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #722 holding.
Old Mutual Customised Solutions first reported a position in Everest Group in Q2 2013 and has held it in 20 quarters since.
Old Mutual Customised Solutions's Everest Group position peaked at $177K in Q2 2014.
439 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

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