Avantax Planning Partners’s US Steel X Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-22	Closed	-$1K	–	1504
2018 Q1	$1K	Buy	+22	New	+$867	﹤0.01%	1771

Other funds holding X

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Avantax Planning Partners's X Position: Q2 2018 in Review

Avantax Planning Partners sold out of US Steel (X) in Q2 2018, closing a stake of 22 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in X in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 396 funds tracked by Wall St. Rank hold X as of Q2 2018.

Avantax Planning Partners reported no remaining US Steel position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 22 US Steel shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in US Steel in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's US Steel position peaked at $1K in Q1 2018.
396 funds tracked by Wall St. Rank held US Steel as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.