Old Mutual Customised Solutions’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$93K	Hold	700	–	–	0.01%	694
2018 Q1	$82K	Hold	700	–	–	0.01%	689
2017 Q4	$86K	Hold	700	–	–	0.01%	685
2017 Q3	$87K	Hold	700	–	–	0.01%	704
2017 Q2	$86K	Hold	700	–	–	0.01%	686
2017 Q1	$76K	Hold	700	–	–	0.01%	704
2016 Q4	$71K	Buy	+700	New	+$67.6K	0.01%	718
2016 Q2	–	Sell	-1,100	Closed	-$98K	–	728
2016 Q1	$98K	Hold	1,100	–	–	0.03%	600
2015 Q4	$100K	Hold	1,100	–	–	0.03%	594
2015 Q3	$92K	Hold	1,100	–	–	0.02%	610
2015 Q2	$94K	Buy	+1,100	New	+$94.3K	0.02%	638
2013 Q3	–	Sell	-1,100	Closed	-$63K	–	1003
2013 Q2	$63K	Buy	+1,100	New	+$62.4K	0.02%	670

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Old Mutual Customised Solutions held its Gartner (IT) position steady in Q2 2018 at 700 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #694.

Old Mutual Customised Solutions first reported a position in IT in Q2 2013 and has held it in 12 quarters since. The position peaked at $100K in Q4 2015. 439 funds tracked by Wall St. Rank hold IT as of Q2 2018.

Old Mutual Customised Solutions held 700 shares of Gartner worth $93K as of Q2 2018.
Old Mutual Customised Solutions left its Gartner share count unchanged in Q2 2018.
Gartner made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #694 holding.
Old Mutual Customised Solutions first reported a position in Gartner in Q2 2013 and has held it in 12 quarters since.
Old Mutual Customised Solutions's Gartner position peaked at $100K in Q4 2015.
439 funds tracked by Wall St. Rank held Gartner as of Q2 2018.

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