CPA
X

Clear Perspective Advisors’s US Steel X Stock Holding History

Clear Perspective 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
Q3 		– Sell
-1,000
Closed -$35K – 445
2018
Q2 		$35K Hold
1,000
– – 0.02% 276
2018
Q1 		$35K Sell
1,000
-100
-9% -$3.94K 0.03% 262
2017
Q4 		$39K Hold
1,100
– – 0.03% 251
2017
Q3 		$28K Buy
1,100
+100
+10% +$2.45K 0.02% 266
2017
Q2 		$22K Hold
1,000
– – 0.02% 284
2017
Q1 		$34K Hold
1,000
– – 0.02% 241
2016
Q4 		$33K Buy
+1,000
New +$26.7K 0.02% 237

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Perspective Advisors's X Position: Q3 2018 in Review

Clear Perspective Advisors sold out of US Steel (X) in Q3 2018, closing a stake of 1,000 shares — an estimated $35K sold.

Clear Perspective Advisors first reported a position in X in Q4 2016 and held it in 7 quarters. The position peaked at $39K in Q4 2017. 404 funds tracked by Wall St. Rank hold X as of Q3 2018.

  • Clear Perspective Advisors reported no remaining US Steel position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,000 US Steel shares in Q3 2018, an estimated $35K.
  • Clear Perspective Advisors first reported a position in US Steel in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's US Steel position peaked at $39K in Q4 2017.
  • 404 funds tracked by Wall St. Rank held US Steel as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.