IIA
X

IPG Investment Advisors’s US Steel X Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-6,335
Closed -$220K – 184
2018
Q2 		$220K Buy
+6,335
New +$227K 0.08% 141
2017
Q2 		– Sell
-54,140
Closed -$1.83M – 160
2017
Q1 		$1.83M Buy
54,140
+14,466
+36% +$514K 0.83% 25
2016
Q4 		$1.31M Buy
+39,674
New +$1.06M 0.53% 38
2016
Q3 		– Sell
-46,240
Closed -$780K – 138
2016
Q2 		$780K Buy
46,240
+16,650
+56% +$280K 0.32% 57
2016
Q1 		$475K Buy
+29,590
New +$295K 0.21% 64
2015
Q4 		– Sell
-34,085
Closed -$355K – 140
2015
Q3 		$355K Buy
34,085
+11,845
+53% +$198K 0.17% 87
2015
Q2 		$459K Hold
22,240
– – 0.17% 79
2015
Q1 		$543K Sell
22,240
-3,755
-14% -$89.1K 0.21% 72
2014
Q4 		$695K Buy
25,995
+9,355
+56% +$312K 0.27% 54
2014
Q3 		$652K Sell
16,640
-22,250
-57% -$780K 0.23% 54
2014
Q2 		$1.01M Buy
38,890
+3,490
+10% +$89.2K 0.44% 38
2014
Q1 		$980K Buy
+35,400
New +$928K 0.46% 32

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return