Old Mutual Customised Solutions’s Progressive PGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$2.31M	Sell	39,000 -500	-1%	-$30.6K	0.23%	109
2018 Q1	$2.41M	Buy	39,500 +3,200	+9%	+$183K	0.25%	105
2017 Q4	$2.04M	Buy	36,300 +10,800	+42%	+$559K	0.21%	123
2017 Q3	$1.24M	Buy	25,500 +2,400	+10%	+$112K	0.17%	146
2017 Q2	$1.02M	Buy	23,100 +2,000	+9%	+$83.1K	0.15%	166
2017 Q1	$827K	Hold	21,100	–	–	0.13%	202
2016 Q4	$749K	Buy	21,100 +5,700	+37%	+$188K	0.14%	189
2016 Q3	$485K	Buy	15,400 +3,500	+29%	+$114K	0.14%	171
2016 Q2	$399K	Hold	11,900	–	–	0.1%	251
2016 Q1	$418K	Sell	11,900 -9,600	-45%	-$307K	0.11%	236
2015 Q4	$684K	Hold	21,500	–	–	0.17%	136
2015 Q3	$659K	Hold	21,500	–	–	0.18%	139
2015 Q2	$598K	Buy	21,500 +3,100	+17%	+$84.5K	0.14%	171
2015 Q1	$500K	Buy	18,400 +3,700	+25%	+$98.8K	0.12%	196
2014 Q4	$397K	Buy	14,700 +1,400	+11%	+$36.9K	0.11%	238
2014 Q3	$336K	Sell	13,300 -3,100	-19%	-$76.4K	0.1%	241
2014 Q2	$416K	Buy	16,400 +1,700	+12%	+$42.1K	0.1%	237
2014 Q1	$356K	Hold	14,700	–	–	0.09%	255
2013 Q4	$401K	Hold	14,700	–	–	0.1%	221
2013 Q3	$400K	Hold	14,700	–	–	0.11%	203
2013 Q2	$374K	Buy	+14,700	New	+$372K	0.11%	189

Other funds holding PGR

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Old Mutual Customised Solutions reduced its Progressive (PGR) stake by 1.3% in Q2 2018, selling an estimated $30.6K and leaving 39,000 shares worth $2.31M. The position accounts for 0.23% of the portfolio, ranked #109.

Old Mutual Customised Solutions first reported a position in PGR in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.41M in Q1 2018. 756 funds tracked by Wall St. Rank hold PGR as of Q2 2018.

Old Mutual Customised Solutions held 39,000 shares of Progressive worth $2.31M as of Q2 2018.
Old Mutual Customised Solutions sold 500 Progressive shares in Q2 2018, an estimated $30.6K.
Progressive made up 0.23% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #109 holding.
Old Mutual Customised Solutions first reported a position in Progressive in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Progressive position peaked at $2.41M in Q1 2018.
756 funds tracked by Wall St. Rank held Progressive as of Q2 2018.

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