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Concentrum Wealth Management’s Companhia Siderúrgica Nacional SID Stock Holding History

Concentrum Wealth Management’s Portfolio SID Stock Details SID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,517
Closed -$36K – 47
2019
Q3 		$36K Hold
11,517
– – 0.05% 44
2019
Q2 		$50K Hold
11,517
– – 0.06% 43
2019
Q1 		$47K Buy
+11,517
New +$36.3K 0.06% 37

Other funds holding SID

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EAM
Emso Asset Management London, United Kingdom $255K AUM 6.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concentrum Wealth Management's SID Position: Q4 2019 in Review

Concentrum Wealth Management sold out of Companhia Siderúrgica Nacional (SID) in Q4 2019, closing a stake of 11,517 shares — an estimated $36K sold.

Concentrum Wealth Management first reported a position in SID in Q1 2019 and held it in 3 quarters. The position peaked at $50K in Q2 2019. 98 funds tracked by Wall St. Rank hold SID as of Q4 2019.

  • Concentrum Wealth Management reported no remaining Companhia Siderúrgica Nacional position as of Q4 2019 after selling out during the quarter.
  • Concentrum Wealth Management sold 11,517 Companhia Siderúrgica Nacional shares in Q4 2019, an estimated $36K.
  • Concentrum Wealth Management first reported a position in Companhia Siderúrgica Nacional in Q1 2019 and held it in 3 quarters.
  • Concentrum Wealth Management's Companhia Siderúrgica Nacional position peaked at $50K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held Companhia Siderúrgica Nacional as of Q4 2019.

Based on Concentrum Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.