FANJ
X

Financial Architects (New Jersey)’s US Steel X Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-1,000
Closed -$18K – 1549
2018
Q4 		$18K Hold
1,000
– – ﹤0.01% 833
2018
Q3 		$30K Buy
+1,000
New +$32.3K ﹤0.01% 809
2018
Q2 		– Sell
-1,000
Closed -$35K – 1528
2018
Q1 		$35K Buy
+1,000
New +$39.4K 0.01% 724
2017
Q3 		– Sell
-2,000
Closed -$44K – 1617
2017
Q2 		$44K Buy
+2,000
New +$47.4K 0.01% 716

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Architects (New Jersey)'s X Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of US Steel (X) in Q3 2019, closing a stake of 300 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in X in Q3 2013 and held it in 14 quarters. The position peaked at $221K in Q3 2017. 309 funds tracked by Wall St. Rank hold X as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining US Steel position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 US Steel shares in Q3 2019, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in US Steel in Q3 2013 and held it in 14 quarters.
  • Financial Architects (New Jersey)'s US Steel position peaked at $221K in Q3 2017.
  • 309 funds tracked by Wall St. Rank held US Steel as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.