Capital Wealth Planning’s US Steel X Stock Holding History

Capital Wealth Planning’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
2014 Q3	–	Sell	-14,490	Closed	-$377K	–	155
2014 Q2	$377K	Buy	+14,490	New	+$370K	0.14%	88

Other funds holding X

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Capital Wealth Planning's X Position: Q3 2014 in Review

Capital Wealth Planning sold out of US Steel (X) in Q3 2014, closing a stake of 14,490 shares — an estimated $377K sold.

Capital Wealth Planning first reported a position in X in Q2 2014 and held it in 1 quarter. The position peaked at $377K in Q2 2014. 340 funds tracked by Wall St. Rank hold X as of Q3 2014.

Capital Wealth Planning reported no remaining US Steel position as of Q3 2014 after selling out during the quarter.
Capital Wealth Planning sold 14,490 US Steel shares in Q3 2014, an estimated $377K.
Capital Wealth Planning first reported a position in US Steel in Q2 2014 and held it in 1 quarter.
Capital Wealth Planning's US Steel position peaked at $377K in Q2 2014.
340 funds tracked by Wall St. Rank held US Steel as of Q3 2014.

Based on Capital Wealth Planning's 13F filing for Q3 2014, filed 17 Nov 2014.