Icon Wealth Partners’s US Steel X Stock Holding History

Icon Wealth Partners’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	-47	Closed	-$2K	–	739
2017 Q4	$2K	Buy	+47	New	+$1.37K	﹤0.01%	838

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

Icon Wealth Partners's X Position: Q1 2018 in Review

Icon Wealth Partners sold out of US Steel (X) in Q1 2018, closing a stake of 47 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in X in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 424 funds tracked by Wall St. Rank hold X as of Q1 2018.

Icon Wealth Partners reported no remaining US Steel position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 47 US Steel shares in Q1 2018, an estimated $2K.
Icon Wealth Partners first reported a position in US Steel in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's US Steel position peaked at $2K in Q4 2017.
424 funds tracked by Wall St. Rank held US Steel as of Q1 2018.

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