Old Mutual Customised Solutions’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$2.94M	Buy	14,395 +600	+4%	+$119K	0.29%	83
2018 Q1	$2.64M	Hold	13,795	–	–	0.27%	94
2017 Q4	$2.34M	Buy	13,795 +4,800	+53%	+$784K	0.24%	110
2017 Q3	$1.41M	Hold	8,995	–	–	0.19%	132
2017 Q2	$1.31M	Hold	8,995	–	–	0.19%	133
2017 Q1	$1.18M	Buy	8,995 +1,095	+14%	+$136K	0.18%	140
2016 Q4	$850K	Buy	7,900 +2,400	+44%	+$287K	0.16%	162
2016 Q3	$696K	Hold	5,500	–	–	0.2%	117
2016 Q2	$590K	Buy	+5,500	New	+$590K	0.15%	173

Other funds holding SPGI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

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

Old Mutual Customised Solutions increased its S&P Global (SPGI) stake by 4.3% in Q2 2018, buying an estimated $119K and bringing the position to 14,395 shares worth $2.94M. The position accounts for 0.29% of the portfolio, ranked #83.

Old Mutual Customised Solutions first reported a position in SPGI in Q2 2016 and has held it in 9 quarters since. 897 funds tracked by Wall St. Rank hold SPGI as of Q2 2018.

Old Mutual Customised Solutions held 14,395 shares of S&P Global worth $2.94M as of Q2 2018.
Old Mutual Customised Solutions bought 600 S&P Global shares in Q2 2018, an estimated $119K.
S&P Global made up 0.29% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #83 holding.
Old Mutual Customised Solutions first reported a position in S&P Global in Q2 2016 and has held it in 9 quarters since.
897 funds tracked by Wall St. Rank held S&P Global as of Q2 2018.

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