AW
X

ACG Wealth’s US Steel X Stock Holding History

ACG Wealth’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-58,069
Closed -$1.77M – 336
2018
Q3 		$1.77M Sell
58,069
-7,419
-11% -$239K 0.23% 91
2018
Q2 		$2.28M Sell
65,488
-3,550
-5% -$127K 0.35% 68
2018
Q1 		$2.43M Sell
69,038
-300
-0.4% -$11.8K 0.37% 71
2017
Q4 		$2.44M Sell
69,338
-12,187
-15% -$354K 0.36% 73
2017
Q3 		$2.09M Buy
81,525
+8,650
+12% +$212K 0.36% 73
2017
Q2 		$1.61M Buy
72,875
+21,975
+43% +$521K 0.27% 99
2017
Q1 		$1.72M Buy
+50,900
New +$1.81M 0.32% 90

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACG Wealth's X Position: Q4 2018 in Review

ACG Wealth sold out of US Steel (X) in Q4 2018, closing a stake of 58,069 shares — an estimated $1.77M sold.

ACG Wealth first reported a position in X in Q1 2017 and held it in 7 quarters. The position peaked at $2.44M in Q4 2017. 358 funds tracked by Wall St. Rank hold X as of Q4 2018.

  • ACG Wealth reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
  • ACG Wealth sold 58,069 US Steel shares in Q4 2018, an estimated $1.77M.
  • ACG Wealth first reported a position in US Steel in Q1 2017 and held it in 7 quarters.
  • ACG Wealth's US Steel position peaked at $2.44M in Q4 2017.
  • 358 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on ACG Wealth's 13F filing for Q4 2018, filed 14 Jan 2019.