Index Management Solutions’s US Steel X Stock Holding History

Index Management Solutions’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
2015 Q3	$5K	Sell	483 -163	-25%	-$2.73K	0.01%	626
2015 Q2	$13K	Buy	+646	New	+$15.8K	0.01%	579
2015 Q1	–	Sell	-811	Closed	-$22K	–	869
2014 Q4	$22K	Sell	811 -1,637	-67%	-$54.6K	﹤0.01%	643
2014 Q3	$96K	Sell	2,448 -349	-12%	-$12.2K	0.01%	755
2014 Q2	$73K	Buy	2,797 +464	+20%	+$11.9K	0.01%	758
2014 Q1	$64K	Sell	2,333 -913	-28%	-$23.9K	0.01%	675
2013 Q4	$96K	Buy	3,246 +344	+12%	+$8.86K	0.02%	203
2013 Q3	$60K	Buy	+2,902	New	+$54.6K	0.02%	362

Other funds holding X

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

AAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Index Management Solutions's X Position: Q3 2015 in Review

Index Management Solutions reduced its US Steel (X) stake by 25% in Q3 2015, selling an estimated $2.73K and leaving 483 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #626.

Index Management Solutions first reported a position in X in Q3 2013 and has held it in 8 quarters since. The position peaked at $96K in Q3 2014. 281 funds tracked by Wall St. Rank hold X as of Q3 2015.

Index Management Solutions held 483 shares of US Steel worth $5K as of Q3 2015.
Index Management Solutions sold 163 US Steel shares in Q3 2015, an estimated $2.73K.
US Steel made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #626 holding.
Index Management Solutions first reported a position in US Steel in Q3 2013 and has held it in 8 quarters since.
Index Management Solutions's US Steel position peaked at $96K in Q3 2014.
281 funds tracked by Wall St. Rank held US Steel as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.