Legacy Private Trust’s Steel Dynamics STLD Stock Holding History

Legacy Private 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
2017 Q3	–	Sell	-10,965	Closed	-$392K	–	246
2017 Q2	$392K	Sell	10,965 -1,280	-10%	-$44.3K	0.05%	181
2017 Q1	$426K	Sell	12,245 -740	-6%	-$26.4K	0.05%	182
2016 Q4	$462K	Sell	12,985 -7,880	-38%	-$248K	0.06%	184
2016 Q3	$522K	Buy	+20,865	New	+$533K	0.07%	173

Other funds holding STLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Legacy Private Trust's STLD Position: Q3 2017 in Review

Legacy Private Trust sold out of Steel Dynamics (STLD) in Q3 2017, closing a stake of 10,965 shares — an estimated $392K sold.

Legacy Private Trust first reported a position in STLD in Q3 2016 and held it in 4 quarters. The position peaked at $522K in Q3 2016. 440 funds tracked by Wall St. Rank hold STLD as of Q3 2017.

Legacy Private Trust reported no remaining Steel Dynamics position as of Q3 2017 after selling out during the quarter.
Legacy Private Trust sold 10,965 Steel Dynamics shares in Q3 2017, an estimated $392K.
Legacy Private Trust first reported a position in Steel Dynamics in Q3 2016 and held it in 4 quarters.
Legacy Private Trust's Steel Dynamics position peaked at $522K in Q3 2016.
440 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2017.

Based on Legacy Private Trust's 13F filing for Q3 2017, filed 13 Oct 2017.