Old Mutual Customised Solutions’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$874K	Hold	18,100	–	–	0.09%	265
2018 Q1	$900K	Hold	18,100	–	–	0.09%	265
2017 Q4	$906K	Buy	18,100 +5,200	+40%	+$257K	0.09%	258
2017 Q3	$617K	Hold	12,900	–	–	0.08%	280
2017 Q2	$604K	Hold	12,900	–	–	0.09%	274
2017 Q1	$603K	Buy	12,900 +1,400	+12%	+$65.4K	0.09%	265
2016 Q4	$539K	Buy	11,500 +2,100	+22%	+$92.1K	0.1%	254
2016 Q3	$387K	Sell	9,400 -200	-2%	-$8.21K	0.11%	217
2016 Q2	$394K	Hold	9,600	–	–	0.1%	255
2016 Q1	$367K	Hold	9,600	–	–	0.1%	269
2015 Q4	$369K	Hold	9,600	–	–	0.09%	259
2015 Q3	$347K	Hold	9,600	–	–	0.09%	267
2015 Q2	$370K	Buy	9,600 +4,300	+81%	+$175K	0.09%	284
2015 Q1	$216K	Hold	5,300	–	–	0.05%	431
2014 Q4	$223K	Sell	5,300 -300	-5%	-$12.6K	0.06%	376
2014 Q3	$233K	Sell	5,600 -1,500	-21%	-$64.6K	0.07%	350
2014 Q2	$312K	Hold	7,100	–	–	0.08%	297
2014 Q1	$313K	Hold	7,100	–	–	0.08%	280
2013 Q4	$343K	Hold	7,100	–	–	0.09%	259
2013 Q3	$332K	Hold	7,100	–	–	0.09%	247
2013 Q2	$315K	Buy	+7,100	New	+$318K	0.09%	226

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Old Mutual Customised Solutions held its Loews (L) position steady in Q2 2018 at 18,100 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #265.

Old Mutual Customised Solutions first reported a position in L in Q2 2013 and has held it in 21 quarters since. The position peaked at $906K in Q4 2017. 509 funds tracked by Wall St. Rank hold L as of Q2 2018.

Old Mutual Customised Solutions held 18,100 shares of Loews worth $874K as of Q2 2018.
Old Mutual Customised Solutions left its Loews share count unchanged in Q2 2018.
Loews made up 0.09% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #265 holding.
Old Mutual Customised Solutions first reported a position in Loews in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Loews position peaked at $906K in Q4 2017.
509 funds tracked by Wall St. Rank held Loews as of Q2 2018.

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