EGA
ZEUS

Eagle Global Advisors’s Olympic Steel ZEUS Stock Holding History

Eagle Global Advisors’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30,838
Closed -$682K – 409
2016
Q3 		$682K Sell
30,838
-26,572
-46% -$635K 0.02% 166
2016
Q2 		$1.57M Hold
57,410
– – 0.05% 143
2016
Q1 		$994K Buy
57,410
+7,910
+16% +$94K 0.04% 145
2015
Q4 		$573K Buy
49,500
+14,420
+41% +$155K 0.02% 192
2015
Q3 		$349K Buy
+35,080
New +$444K 0.01% 251
2014
Q3 		– Sell
-12,400
Closed -$307K – 370
2014
Q2 		$307K Hold
12,400
– – 0.01% 242
2014
Q1 		$356K Buy
+12,400
New +$349K 0.01% 192

Other funds holding ZEUS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Global Advisors's ZEUS Position: Q4 2016 in Review

Eagle Global Advisors sold out of Olympic Steel (ZEUS) in Q4 2016, closing a stake of 30,838 shares — an estimated $682K sold.

Eagle Global Advisors first reported a position in ZEUS in Q1 2014 and held it in 7 quarters. The position peaked at $1.57M in Q2 2016. 123 funds tracked by Wall St. Rank hold ZEUS as of Q4 2016.

  • Eagle Global Advisors reported no remaining Olympic Steel position as of Q4 2016 after selling out during the quarter.
  • Eagle Global Advisors sold 30,838 Olympic Steel shares in Q4 2016, an estimated $682K.
  • Eagle Global Advisors first reported a position in Olympic Steel in Q1 2014 and held it in 7 quarters.
  • Eagle Global Advisors's Olympic Steel position peaked at $1.57M in Q2 2016.
  • 123 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2016.

Based on Eagle Global Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.