BA
X

BKS Advisors’s US Steel X Stock Holding History

BKS 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
2018
Q1 		– Sell
-6,366
Closed -$224K – 227
2017
Q4 		$224K Buy
+6,366
New +$185K 0.08% 188

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

BKS Advisors's X Position: Q1 2018 in Review

BKS Advisors sold out of US Steel (X) in Q1 2018, closing a stake of 6,366 shares — an estimated $224K sold.

BKS Advisors first reported a position in X in Q4 2017 and held it in 1 quarter. The position peaked at $224K in Q4 2017. 424 funds tracked by Wall St. Rank hold X as of Q1 2018.

  • BKS Advisors reported no remaining US Steel position as of Q1 2018 after selling out during the quarter.
  • BKS Advisors sold 6,366 US Steel shares in Q1 2018, an estimated $224K.
  • BKS Advisors first reported a position in US Steel in Q4 2017 and held it in 1 quarter.
  • BKS Advisors's US Steel position peaked at $224K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held US Steel as of Q1 2018.

Based on BKS Advisors's 13F filing for Q1 2018, filed 3 May 2018.