Lenox Wealth Management’s US Steel X Stock Holding History

Lenox Wealth Management’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 Q4	–	Sell	-10,680	Closed	-$391K	–	686
2018 Q3	$391K	Buy	10,680 +10,670	+106,700%	+$344K	0.12%	109
2018 Q2	$0	Buy	+10	New	+$358	﹤0.01%	613

Other funds holding X

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

TAA

Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Management's X Position: Q4 2018 in Review

Lenox Wealth Management sold out of US Steel (X) in Q4 2018, closing a stake of 10,680 shares — an estimated $391K sold.

Lenox Wealth Management first reported a position in X in Q2 2018 and held it in 2 quarters. The position peaked at $391K in Q3 2018. 357 funds tracked by Wall St. Rank hold X as of Q4 2018.

Lenox Wealth Management reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 10,680 US Steel shares in Q4 2018, an estimated $391K.
Lenox Wealth Management first reported a position in US Steel in Q2 2018 and held it in 2 quarters.
Lenox Wealth Management's US Steel position peaked at $391K in Q3 2018.
357 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.