GIS
X

Guardian Investor Services’s US Steel X Stock Holding History

Guardian Investor Services’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
2014
Q3 		– Sell
-1,077
Closed -$28K – 505
2014
Q2 		$28K Sell
1,077
-39
-3% -$997 0.02% 495
2014
Q1 		$31K Sell
1,116
-40
-3% -$1.05K 0.02% 489
2013
Q4 		$34K Hold
1,156
– – 0.03% 476
2013
Q3 		$24K Sell
1,156
-16
-1% -$301 0.02% 493
2013
Q2 		$21K Buy
+1,172
New +$20.7K 0.02% 494

Other funds holding X

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Guardian Investor Services's X Position: Q3 2014 in Review

Guardian Investor Services sold out of US Steel (X) in Q3 2014, closing a stake of 1,077 shares — an estimated $28K sold.

Guardian Investor Services first reported a position in X in Q2 2013 and held it in 5 quarters. The position peaked at $34K in Q4 2013. 340 funds tracked by Wall St. Rank hold X as of Q3 2014.

  • Guardian Investor Services reported no remaining US Steel position as of Q3 2014 after selling out during the quarter.
  • Guardian Investor Services sold 1,077 US Steel shares in Q3 2014, an estimated $28K.
  • Guardian Investor Services first reported a position in US Steel in Q2 2013 and held it in 5 quarters.
  • Guardian Investor Services's US Steel position peaked at $34K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held US Steel as of Q3 2014.

Based on Guardian Investor Services's 13F filing for Q3 2014, filed 6 Nov 2014.