Frontier Wealth Management’s US Steel X Stock Holding History

Frontier Wealth Management’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 Q1	–	Sell	-6,129	Closed	-$216K	–	416
2017 Q4	$216K	Buy	+6,129	New	+$178K	0.03%	321
2015 Q4	–	Sell	-10,069	Closed	-$105K	–	365
2015 Q3	$105K	Buy	10,069 +164	+2%	+$2.74K	0.02%	327
2015 Q2	$204K	Buy	9,905 +987	+11%	+$24.2K	0.03%	311
2015 Q1	$218K	Buy	+8,918	New	+$212K	0.04%	275

Other funds holding X

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Frontier Wealth Management's X Position: Q1 2018 in Review

Frontier Wealth Management sold out of US Steel (X) in Q1 2018, closing a stake of 6,129 shares — an estimated $216K sold.

Frontier Wealth Management first reported a position in X in Q1 2015 and held it in 4 quarters. The position peaked at $218K in Q1 2015. 424 funds tracked by Wall St. Rank hold X as of Q1 2018.

Frontier Wealth Management reported no remaining US Steel position as of Q1 2018 after selling out during the quarter.
Frontier Wealth Management sold 6,129 US Steel shares in Q1 2018, an estimated $216K.
Frontier Wealth Management first reported a position in US Steel in Q1 2015 and held it in 4 quarters.
Frontier Wealth Management's US Steel position peaked at $218K in Q1 2015.
424 funds tracked by Wall St. Rank held US Steel as of Q1 2018.

Based on Frontier Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.