AG
X

Advisor Group’s US Steel X Stock Holding History

Advisor Group’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
2019
Q4 		$1.15M Buy
101,187
+1,513
+2% +$18.8K 0.01% 1110
2019
Q3 		$1.15M Buy
99,674
+45,743
+85% +$589K 0.01% 1057
2019
Q2 		$826K Buy
53,931
+19,069
+55% +$294K 0.01% 1254
2019
Q1 		$679K Buy
34,862
+8,815
+34% +$188K 0.01% 1377
2018
Q4 		$476K Sell
26,047
-6,527
-20% -$163K ﹤0.01% 1438
2018
Q3 		$994K Buy
32,574
+10,205
+46% +$329K 0.01% 983
2018
Q2 		$777K Sell
22,369
-11,180
-33% -$400K 0.01% 1014
2018
Q1 		$1.18M Buy
33,549
+16,321
+95% +$643K 0.02% 774
2017
Q4 		$606K Buy
17,228
+1,822
+12% +$53K 0.01% 1208
2017
Q3 		$394K Buy
15,406
+5,572
+57% +$136K 0.01% 1352
2017
Q2 		$218K Buy
9,834
+308
+3% +$7.31K ﹤0.01% 1720
2017
Q1 		$322K Buy
9,526
+3,578
+60% +$127K 0.01% 1338
2016
Q4 		$197K Buy
5,948
+2,828
+91% +$75.6K ﹤0.01% 1559
2016
Q3 		$59K Sell
3,120
-4,122
-57% -$85.1K ﹤0.01% 2401
2016
Q2 		$120K Buy
+7,242
New +$122K ﹤0.01% 1797

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Advisor Group's X Position: Q4 2019 in Review

Advisor Group increased its US Steel (X) stake by 1.5% in Q4 2019, buying an estimated $18.8K and bringing the position to 101,187 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1110.

Advisor Group first reported a position in X in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2018. 322 funds tracked by Wall St. Rank hold X as of Q4 2019.

  • Advisor Group held 101,187 shares of US Steel worth $1.15M as of Q4 2019.
  • Advisor Group bought 1,513 US Steel shares in Q4 2019, an estimated $18.8K.
  • US Steel made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1110 holding.
  • Advisor Group first reported a position in US Steel in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's US Steel position peaked at $1.18M in Q1 2018.
  • 322 funds tracked by Wall St. Rank held US Steel as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.