Kanaly Trust’s Steel Dynamics STLD Stock Holding History

Kanaly Trust’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
2016 Q4	$13K	Hold	357	–	–	﹤0.01%	501
2016 Q3	$9K	Hold	357	–	–	﹤0.01%	554
2016 Q2	$9K	Sell	357 -30	-8%	-$733	﹤0.01%	553
2016 Q1	$9K	Buy	387 +6	+2%	+$113	﹤0.01%	567
2015 Q4	$7K	Sell	381 -445	-54%	-$7.96K	﹤0.01%	621
2015 Q3	$14K	Buy	826 +225	+37%	+$4.36K	﹤0.01%	500
2015 Q2	$12K	Buy	601 +189	+46%	+$4.07K	﹤0.01%	532
2015 Q1	$8K	Buy	412 +56	+16%	+$1.04K	﹤0.01%	482
2014 Q4	$7K	Buy	356 +51	+17%	+$1.1K	﹤0.01%	510
2014 Q3	$7K	Hold	305	–	–	﹤0.01%	506
2014 Q2	$5K	Hold	305	–	–	﹤0.01%	558
2014 Q1	$5K	Buy	+305	New	+$5.34K	﹤0.01%	578

Other funds holding STLD

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kanaly Trust's STLD Position: Q4 2016 in Review

Kanaly Trust held its Steel Dynamics (STLD) position steady in Q4 2016 at 357 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Kanaly Trust first reported a position in STLD in Q1 2014 and has held it in 12 quarters since. The position peaked at $14K in Q3 2015. 422 funds tracked by Wall St. Rank hold STLD as of Q4 2016.

Kanaly Trust held 357 shares of Steel Dynamics worth $13K as of Q4 2016.
Kanaly Trust left its Steel Dynamics share count unchanged in Q4 2016.
Steel Dynamics made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #501 holding.
Kanaly Trust first reported a position in Steel Dynamics in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Steel Dynamics position peaked at $14K in Q3 2015.
422 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.