Old Mutual Customised Solutions’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$172K	Hold	3,302	–	–	0.02%	585
2018 Q1	$166K	Hold	3,302	–	–	0.02%	584
2017 Q4	$182K	Hold	3,302	–	–	0.02%	568
2017 Q3	$183K	Hold	3,302	–	–	0.02%	556
2017 Q2	$177K	Buy	3,302 +1,444	+78%	+$79.9K	0.03%	551
2017 Q1	$107K	Hold	1,858	–	–	0.02%	647
2016 Q4	$103K	Buy	+1,858	New	+$104K	0.02%	651
2014 Q4	–	Sell	-619	Closed	-$24K	–	736
2014 Q3	$24K	Buy	+619	New	+$26.4K	0.01%	654
2014 Q2	–	Sell	-619	Closed	-$25K	–	749
2014 Q1	$25K	Hold	619	–	–	0.01%	740
2013 Q4	$22K	Hold	619	–	–	0.01%	758
2013 Q3	$24K	Hold	619	–	–	0.01%	746
2013 Q2	$25K	Buy	+619	New	+$28.6K	0.01%	1070

Other funds holding O

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Old Mutual Customised Solutions held its Realty Income (O) position steady in Q2 2018 at 3,302 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #585.

Old Mutual Customised Solutions first reported a position in O in Q2 2013 and has held it in 12 quarters since. The position peaked at $183K in Q3 2017. 672 funds tracked by Wall St. Rank hold O as of Q2 2018.

Old Mutual Customised Solutions held 3,302 shares of Realty Income worth $172K as of Q2 2018.
Old Mutual Customised Solutions left its Realty Income share count unchanged in Q2 2018.
Realty Income made up 0.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #585 holding.
Old Mutual Customised Solutions first reported a position in Realty Income in Q2 2013 and has held it in 12 quarters since.
Old Mutual Customised Solutions's Realty Income position peaked at $183K in Q3 2017.
672 funds tracked by Wall St. Rank held Realty Income as of Q2 2018.

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