Old Mutual Customised Solutions’s Jacobs Solutions J Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$370K	Hold	7,036	–	–	0.04%	454
2018 Q1	$344K	Hold	7,036	–	–	0.04%	458
2017 Q4	$384K	Hold	7,036	–	–	0.04%	444
2017 Q3	$339K	Hold	7,036	–	–	0.05%	425
2017 Q2	$317K	Hold	7,036	–	–	0.05%	428
2017 Q1	$322K	Buy	7,036 +1,475	+27%	+$69.7K	0.05%	418
2016 Q4	$262K	Buy	5,561 +1,330	+31%	+$61.3K	0.05%	441
2016 Q3	$181K	Sell	4,231 -2,539	-38%	-$110K	0.05%	409
2016 Q2	$279K	Sell	6,770 -2,055	-23%	-$81K	0.07%	333
2016 Q1	$318K	Hold	8,825	–	–	0.08%	297
2015 Q4	$306K	Hold	8,825	–	–	0.08%	304
2015 Q3	$273K	Hold	8,825	–	–	0.07%	326
2015 Q2	$297K	Hold	8,825	–	–	0.07%	356
2015 Q1	$330K	Buy	8,825 +2,055	+30%	+$72.1K	0.08%	303
2014 Q4	$250K	Hold	6,770	–	–	0.07%	349
2014 Q3	$273K	Hold	6,770	–	–	0.08%	309
2014 Q2	$298K	Hold	6,770	–	–	0.07%	313
2014 Q1	$356K	Hold	6,770	–	–	0.09%	254
2013 Q4	$353K	Hold	6,770	–	–	0.09%	251
2013 Q3	$326K	Hold	6,770	–	–	0.09%	252
2013 Q2	$309K	Buy	+6,770	New	+$301K	0.09%	233

Other funds holding J

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Old Mutual Customised Solutions held its Jacobs Solutions (J) position steady in Q2 2018 at 7,036 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #454.

Old Mutual Customised Solutions first reported a position in J in Q2 2013 and has held it in 21 quarters since. The position peaked at $384K in Q4 2017. 538 funds tracked by Wall St. Rank hold J as of Q2 2018.

Old Mutual Customised Solutions held 7,036 shares of Jacobs Solutions worth $370K as of Q2 2018.
Old Mutual Customised Solutions left its Jacobs Solutions share count unchanged in Q2 2018.
Jacobs Solutions made up 0.04% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #454 holding.
Old Mutual Customised Solutions first reported a position in Jacobs Solutions in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Jacobs Solutions position peaked at $384K in Q4 2017.
538 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2018.

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