Avalon Investment & Advisory’s POSCO PKX Stock Holding History

Avalon Investment & Advisory’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-25,193	Closed	-$1.39M	–	340
2019 Q1	$1.39M	Buy	25,193 +6,841	+37%	+$396K	0.03%	232
2018 Q4	$1.01M	Sell	18,352 -3,651	-17%	-$209K	0.03%	237
2018 Q3	$1.45M	Buy	22,003 +1,569	+8%	+$110K	0.04%	242
2018 Q2	$1.51M	Buy	20,434 +7,639	+60%	+$618K	0.04%	237
2018 Q1	$1.01M	Buy	12,795 +2,679	+26%	+$226K	0.03%	258
2017 Q4	$791K	Buy	+10,116	New	+$748K	0.02%	278

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Avalon Investment & Advisory's PKX Position: Q2 2019 in Review

Avalon Investment & Advisory sold out of POSCO (PKX) in Q2 2019, closing a stake of 25,193 shares — an estimated $1.39M sold.

Avalon Investment & Advisory first reported a position in PKX in Q4 2017 and held it in 6 quarters. The position peaked at $1.51M in Q2 2018. 157 funds tracked by Wall St. Rank hold PKX as of Q2 2019.

Avalon Investment & Advisory reported no remaining POSCO position as of Q2 2019 after selling out during the quarter.
Avalon Investment & Advisory sold 25,193 POSCO shares in Q2 2019, an estimated $1.39M.
Avalon Investment & Advisory first reported a position in POSCO in Q4 2017 and held it in 6 quarters.
Avalon Investment & Advisory's POSCO position peaked at $1.51M in Q2 2018.
157 funds tracked by Wall St. Rank held POSCO as of Q2 2019.

Based on Avalon Investment & Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.