Independent Portfolio Consultants’s Steel Dynamics STLD Stock Holding History

Independent Portfolio Consultants’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$45K	Buy	1,245 +320	+35%	+$11.1K	0.02%	529
2017 Q1	$32K	Buy	+925	New	+$33K	0.01%	621
2015 Q4	–	Sell	-41,262	Closed	-$709K	–	801
2015 Q3	$709K	Buy	41,262 +5,565	+16%	+$108K	0.15%	187
2015 Q2	$739K	Sell	35,697 -755	-2%	-$16.3K	0.15%	196
2015 Q1	$733K	Sell	36,452 -2,488	-6%	-$46.4K	0.15%	188
2014 Q4	$769K	Sell	38,940 -1,130	-3%	-$24.4K	0.15%	190
2014 Q3	$906K	Buy	40,070 +405	+1%	+$8.86K	0.24%	100
2014 Q2	$712K	Sell	39,665 -235	-0.6%	-$4.22K	0.2%	141
2014 Q1	$709K	Buy	39,900 +2,035	+5%	+$35.6K	0.22%	148
2013 Q4	$740K	Sell	37,865 -4,223	-10%	-$77.4K	0.26%	114
2013 Q3	$704K	Buy	42,088 +3,861	+10%	+$61.2K	0.28%	109
2013 Q2	$570K	Buy	+38,227	New	+$572K	0.26%	139

Other funds holding STLD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's STLD Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Steel Dynamics (STLD) stake by 35% in Q2 2017, buying an estimated $11.1K and bringing the position to 1,245 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #529.

Independent Portfolio Consultants first reported a position in STLD in Q2 2013 and has held it in 12 quarters since. The position peaked at $906K in Q3 2014. 451 funds tracked by Wall St. Rank hold STLD as of Q2 2017.

Independent Portfolio Consultants held 1,245 shares of Steel Dynamics worth $45K as of Q2 2017.
Independent Portfolio Consultants bought 320 Steel Dynamics shares in Q2 2017, an estimated $11.1K.
Steel Dynamics made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #529 holding.
Independent Portfolio Consultants first reported a position in Steel Dynamics in Q2 2013 and has held it in 12 quarters since.
Independent Portfolio Consultants's Steel Dynamics position peaked at $906K in Q3 2014.
451 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.