GA
X

Geneva Advisors’s US Steel X Stock Holding History

Geneva 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
2017
Q2 		– Sell
-11,504
Closed -$389K – 796
2017
Q1 		$389K Buy
+11,504
New +$409K 0.01% 549

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Geneva Advisors's X Position: Q2 2017 in Review

Geneva Advisors sold out of US Steel (X) in Q2 2017, closing a stake of 11,504 shares — an estimated $389K sold.

Geneva Advisors first reported a position in X in Q1 2017 and held it in 1 quarter. The position peaked at $389K in Q1 2017. 337 funds tracked by Wall St. Rank hold X as of Q2 2017.

  • Geneva Advisors reported no remaining US Steel position as of Q2 2017 after selling out during the quarter.
  • Geneva Advisors sold 11,504 US Steel shares in Q2 2017, an estimated $389K.
  • Geneva Advisors first reported a position in US Steel in Q1 2017 and held it in 1 quarter.
  • Geneva Advisors's US Steel position peaked at $389K in Q1 2017.
  • 337 funds tracked by Wall St. Rank held US Steel as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.