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KCS Wealth Advisory’s POSCO PKX Stock Holding History

KCS Wealth Advisory’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
2020
Q2 		– Sell
-6,546
Closed -$214K – 150
2020
Q1 		$214K Sell
6,546
-8,283
-56% -$353K 0.22% 126
2019
Q4 		$751K Sell
14,829
-4,251
-22% -$205K 0.56% 78
2019
Q3 		$900K Buy
19,080
+1,099
+6% +$51.6K 0.62% 65
2019
Q2 		$954K Buy
17,981
+1,169
+7% +$62.6K 0.75% 52
2019
Q1 		$928K Buy
16,812
+963
+6% +$55.8K 0.81% 46
2018
Q4 		$871K Buy
15,849
+909
+6% +$52.1K 0.92% 35
2018
Q3 		$986K Buy
14,940
+1,998
+15% +$140K 0.92% 32
2018
Q2 		$959K Buy
12,942
+342
+3% +$27.7K 0.89% 28
2018
Q1 		$994K Buy
12,600
+1,075
+9% +$90.7K 0.9% 24
2017
Q4 		$900K Buy
+11,525
New +$852K 0.87% 27

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

KCS Wealth Advisory's PKX Position: Q2 2020 in Review

KCS Wealth Advisory sold out of POSCO (PKX) in Q2 2020, closing a stake of 6,546 shares — an estimated $214K sold.

KCS Wealth Advisory first reported a position in PKX in Q4 2017 and held it in 10 quarters. The position peaked at $994K in Q1 2018. 135 funds tracked by Wall St. Rank hold PKX as of Q2 2020.

  • KCS Wealth Advisory reported no remaining POSCO position as of Q2 2020 after selling out during the quarter.
  • KCS Wealth Advisory sold 6,546 POSCO shares in Q2 2020, an estimated $214K.
  • KCS Wealth Advisory first reported a position in POSCO in Q4 2017 and held it in 10 quarters.
  • KCS Wealth Advisory's POSCO position peaked at $994K in Q1 2018.
  • 135 funds tracked by Wall St. Rank held POSCO as of Q2 2020.

Based on KCS Wealth Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.