LWA
X

Lenox Wealth Advisors’s US Steel X Stock Holding History

Lenox Wealth 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
2016
Q2 		– Sell
-25
Closed – – 265
2016
Q1 		$0 Sell
25
-45
-64% -$448 ﹤0.01% 421
2015
Q4 		$1K Buy
70
+45
+180% +$442 ﹤0.01% 438
2015
Q3 		$0 Buy
25
+17
+213% +$284 ﹤0.01% 407
2015
Q2 		$0 Buy
+8
New +$196 ﹤0.01% 333

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Advisors's X Position: Q2 2016 in Review

Lenox Wealth Advisors sold out of US Steel (X) in Q2 2016, closing a stake of 25 shares.

Lenox Wealth Advisors first reported a position in X in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 268 funds tracked by Wall St. Rank hold X as of Q2 2016.

  • Lenox Wealth Advisors reported no remaining US Steel position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 25 US Steel shares in Q2 2016.
  • Lenox Wealth Advisors first reported a position in US Steel in Q2 2015 and held it in 4 quarters.
  • Lenox Wealth Advisors's US Steel position peaked at $1K in Q4 2015.
  • 268 funds tracked by Wall St. Rank held US Steel as of Q2 2016.

Based on Lenox Wealth Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.