BSW
AKS

Buckingham Strategic Wealth’s AK Steel Holding Corp AKS Stock Holding History

Buckingham Strategic Wealth’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
2015
Q4 		– Sell
-20,000
Closed -$48K – 227
2015
Q3 		$48K Hold
20,000
– – 0.02% 208
2015
Q2 		$77K Hold
20,000
– – 0.03% 220
2015
Q1 		$89K Hold
20,000
– – 0.03% 213
2014
Q4 		$119K Buy
+20,000
New +$126K 0.05% 196

Other funds holding AKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Buckingham Strategic Wealth's AKS Position: Q4 2015 in Review

Buckingham Strategic Wealth sold out of AK Steel Holding Corp (AKS) in Q4 2015, closing a stake of 20,000 shares — an estimated $48K sold.

Buckingham Strategic Wealth first reported a position in AKS in Q4 2014 and held it in 4 quarters. The position peaked at $119K in Q4 2014. 174 funds tracked by Wall St. Rank hold AKS as of Q4 2015.

  • Buckingham Strategic Wealth reported no remaining AK Steel Holding Corp position as of Q4 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 20,000 AK Steel Holding Corp shares in Q4 2015, an estimated $48K.
  • Buckingham Strategic Wealth first reported a position in AK Steel Holding Corp in Q4 2014 and held it in 4 quarters.
  • Buckingham Strategic Wealth's AK Steel Holding Corp position peaked at $119K in Q4 2014.
  • 174 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q4 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2015, filed 5 Feb 2016.