KA
X

Kovack Advisors’s US Steel X Stock Holding History

Kovack 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
Q2 		– Sell
-6,567
Closed -$231K – 539
2018
Q1 		$231K Sell
6,567
-3,876
-37% -$153K 0.06% 385
2017
Q4 		$367K Buy
+10,443
New +$304K 0.09% 254
2015
Q4 		– Sell
-127,500
Closed -$1.33M – 260
2015
Q3 		$1.33M Buy
127,500
+25,000
+24% +$418K 0.93% 21
2015
Q2 		$2.11M Buy
102,500
+100
+0.1% +$2.45K 1.5% 14
2015
Q1 		$2.5M Buy
+102,400
New +$2.43M 2.11% 9

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Kovack Advisors's X Position: Q2 2018 in Review

Kovack Advisors sold out of US Steel (X) in Q2 2018, closing a stake of 6,567 shares — an estimated $231K sold.

Kovack Advisors first reported a position in X in Q1 2015 and held it in 5 quarters. The position peaked at $2.5M in Q1 2015. 395 funds tracked by Wall St. Rank hold X as of Q2 2018.

  • Kovack Advisors reported no remaining US Steel position as of Q2 2018 after selling out during the quarter.
  • Kovack Advisors sold 6,567 US Steel shares in Q2 2018, an estimated $231K.
  • Kovack Advisors first reported a position in US Steel in Q1 2015 and held it in 5 quarters.
  • Kovack Advisors's US Steel position peaked at $2.5M in Q1 2015.
  • 395 funds tracked by Wall St. Rank held US Steel as of Q2 2018.

Based on Kovack Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.