AWM
AKS

Avior Wealth Management’s AK Steel Holding Corp AKS Stock Holding History

Avior Wealth Management’s Portfolio AKS Stock Details AKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$2K – 788
2018
Q2 		$2K Hold
500
– – ﹤0.01% 733
2018
Q1 		$2K Buy
+500
New +$2.75K ﹤0.01% 702

Other funds holding AKS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Avior Wealth Management's AKS Position: Q3 2018 in Review

Avior Wealth Management sold out of AK Steel Holding Corp (AKS) in Q3 2018, closing a stake of 500 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in AKS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 225 funds tracked by Wall St. Rank hold AKS as of Q3 2018.

  • Avior Wealth Management reported no remaining AK Steel Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Avior Wealth Management sold 500 AK Steel Holding Corp shares in Q3 2018, an estimated $2K.
  • Avior Wealth Management first reported a position in AK Steel Holding Corp in Q1 2018 and held it in 2 quarters.
  • Avior Wealth Management's AK Steel Holding Corp position peaked at $2K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q3 2018.

Based on Avior Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.