AWA
X

AmeriServ Wealth Advisors’s US Steel X Stock Holding History

AmeriServ Wealth Advisors’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
2014
Q2 		– Sell
-11,836
Closed -$327K – 135
2014
Q1 		$327K Buy
11,836
+2,034
+21% +$53.3K 0.33% 83
2013
Q4 		$289K Buy
+9,802
New +$253K 0.17% 141

Other funds holding X

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AmeriServ Wealth Advisors's X Position: Q2 2014 in Review

AmeriServ Wealth Advisors sold out of US Steel (X) in Q2 2014, closing a stake of 11,836 shares — an estimated $327K sold.

AmeriServ Wealth Advisors first reported a position in X in Q4 2013 and held it in 2 quarters. The position peaked at $327K in Q1 2014. 311 funds tracked by Wall St. Rank hold X as of Q2 2014.

  • AmeriServ Wealth Advisors reported no remaining US Steel position as of Q2 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 11,836 US Steel shares in Q2 2014, an estimated $327K.
  • AmeriServ Wealth Advisors first reported a position in US Steel in Q4 2013 and held it in 2 quarters.
  • AmeriServ Wealth Advisors's US Steel position peaked at $327K in Q1 2014.
  • 311 funds tracked by Wall St. Rank held US Steel as of Q2 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2014, filed 18 Aug 2014.