Integrated Wealth Counsel’s POSCO PKX Stock Holding History

Integrated Wealth Counsel’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-85	Closed	-$4K	–	224
2016 Q3	$4K	Buy	+85	New	+$4.19K	0.01%	190

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Counsel's PKX Position: Q4 2016 in Review

Integrated Wealth Counsel sold out of POSCO (PKX) in Q4 2016, closing a stake of 85 shares — an estimated $4K sold.

Integrated Wealth Counsel first reported a position in PKX in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 159 funds tracked by Wall St. Rank hold PKX as of Q4 2016.

Integrated Wealth Counsel reported no remaining POSCO position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Counsel sold 85 POSCO shares in Q4 2016, an estimated $4K.
Integrated Wealth Counsel first reported a position in POSCO in Q3 2016 and held it in 1 quarter.
Integrated Wealth Counsel's POSCO position peaked at $4K in Q3 2016.
159 funds tracked by Wall St. Rank held POSCO as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.