Capstone Financial Advisors’s ArcelorMittal MT Stock Holding History

Capstone Financial Advisors’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	-7,000	Closed	-$175K	–	79
2017 Q1	$175K	Hold	7,000	–	–	0.09%	60
2016 Q4	$153K	Sell	7,000 -5,000	-42%	-$106K	0.07%	60
2016 Q3	$217K	Hold	12,000	–	–	0.12%	58
2016 Q2	$168K	Sell	12,000 -4,667	-28%	-$70.9K	0.09%	57
2016 Q1	$147K	Buy	16,667 +7,920	+91%	+$76.5K	0.06%	60
2015 Q4	$84K	Buy	8,747 +2,187	+33%	+$25.5K	0.03%	63
2015 Q3	$77K	Buy	+6,560	New	+$122K	0.03%	60

Other funds holding MT

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

TPCM

Tide Point Capital Management Old Greenwich, Connecticut $851M AUM 25.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Capstone Financial Advisors's MT Position: Q2 2017 in Review

Capstone Financial Advisors sold out of ArcelorMittal (MT) in Q2 2017, closing a stake of 7,000 shares — an estimated $175K sold.

Capstone Financial Advisors first reported a position in MT in Q3 2015 and held it in 7 quarters. The position peaked at $217K in Q3 2016. 168 funds tracked by Wall St. Rank hold MT as of Q2 2017.

Capstone Financial Advisors reported no remaining ArcelorMittal position as of Q2 2017 after selling out during the quarter.
Capstone Financial Advisors sold 7,000 ArcelorMittal shares in Q2 2017, an estimated $175K.
Capstone Financial Advisors first reported a position in ArcelorMittal in Q3 2015 and held it in 7 quarters.
Capstone Financial Advisors's ArcelorMittal position peaked at $217K in Q3 2016.
168 funds tracked by Wall St. Rank held ArcelorMittal as of Q2 2017.

Based on Capstone Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.