Bar Harbor Wealth Management’s ArcelorMittal MT Stock Holding History

Bar Harbor Wealth Management’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-6,005	Closed	-$150K	–	324
2017 Q1	$150K	Sell	6,005 -1,567	-21%	-$39.7K	0.02%	322
2016 Q4	$166K	Buy	7,572 +333	+5%	+$7.09K	0.02%	345
2016 Q3	$131K	Sell	7,239 -7,570	-51%	-$134K	0.01%	338
2016 Q2	$207K	Hold	14,809	–	–	0.02%	306
2016 Q1	$203K	Sell	14,809 -4,621	-24%	-$44.6K	0.02%	294
2015 Q4	$187K	Sell	19,430 -2,806	-13%	-$32.7K	0.02%	283
2015 Q3	$261K	Sell	22,236 -306	-1%	-$5.68K	0.03%	252
2015 Q2	$501K	Sell	22,542 -744	-3%	-$17.9K	0.06%	187
2015 Q1	$502K	Sell	23,286 -515	-2%	-$12.1K	0.06%	190
2014 Q4	$600K	Buy	23,801 +6,831	+40%	+$190K	0.07%	170
2014 Q3	$531K	Sell	16,970 -197	-1%	-$6.55K	0.07%	178
2014 Q2	$586K	Hold	17,167	–	–	0.07%	172
2014 Q1	$634K	Buy	17,167 +103	+0.6%	+$3.83K	0.08%	166
2013 Q4	$696K	Sell	17,064 -197	-1%	-$7.33K	0.09%	157
2013 Q3	$539K	Sell	17,261 -504	-3%	-$15.1K	0.08%	172
2013 Q2	$455K	Buy	+17,765	New	+$501K	0.07%	179

Other funds holding MT

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America

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

NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return

Tide Point Capital Management Old Greenwich, Connecticut $784M AUM 25.25% 1-Year Est. Return

Dimensional Fund Advisors

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

Goldman Sachs New York $761B AUM 31.28% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return