AA
X

Apriem Advisors’s US Steel X Stock Holding History

Apriem 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
2017
Q2 		– Sell
-1
Closed – – 557
2017
Q1 		$0 Buy
+1
New +$36 ﹤0.01% 734
2016
Q3 		– Sell
-200
Closed -$3K – 650
2016
Q2 		$3K Buy
+200
New +$3.36K ﹤0.01% 522
2016
Q1 		– Sell
-100
Closed -$1K – 629
2015
Q4 		$1K Hold
100
– – ﹤0.01% 529
2015
Q3 		$1K Hold
100
– – ﹤0.01% 502
2015
Q2 		$2K Hold
100
– – ﹤0.01% 585
2015
Q1 		$2K Hold
100
– – ﹤0.01% 521
2014
Q4 		$3K Hold
100
– – ﹤0.01% 472
2014
Q3 		$4K Buy
+100
New +$3.5K ﹤0.01% 457
2014
Q2 		– Sell
-100
Closed -$2.56K – 519
2014
Q1 		$3K Hold
100
– – ﹤0.01% 439
2013
Q4 		$3K Hold
100
– – ﹤0.01% 453
2013
Q3 		$2K Sell
100
-150
-60% -$2.82K ﹤0.01% 459
2013
Q2 		$4K Buy
+250
New +$4.42K ﹤0.01% 400

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return