Advisory Research’s US Steel X Stock Holding History

Advisory Research’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
2017 Q2	–	Sell	-25,199	Closed	-$852K	–	457
2017 Q1	$852K	Buy	+25,199	New	+$896K	0.01%	333
2014 Q2	–	Sell	-2,853	Closed	-$79K	–	682
2014 Q1	$79K	Buy	+2,853	New	+$74.8K	﹤0.01%	351

Other funds holding X

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 $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Advisory Research's X Position: Q2 2017 in Review

Advisory Research sold out of US Steel (X) in Q2 2017, closing a stake of 25,199 shares — an estimated $852K sold.

Advisory Research first reported a position in X in Q1 2014 and held it in 2 quarters. The position peaked at $852K in Q1 2017. 337 funds tracked by Wall St. Rank hold X as of Q2 2017.

Advisory Research reported no remaining US Steel position as of Q2 2017 after selling out during the quarter.
Advisory Research sold 25,199 US Steel shares in Q2 2017, an estimated $852K.
Advisory Research first reported a position in US Steel in Q1 2014 and held it in 2 quarters.
Advisory Research's US Steel position peaked at $852K in Q1 2017.
337 funds tracked by Wall St. Rank held US Steel as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.