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 $5.7T AUM 30.48% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $4.86B AUM 42.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return