MSFP
X

Mark Sheptoff Financial Planning’s US Steel X Stock Holding History

Mark Sheptoff Financial Planning’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
2017
Q2 		– Sell
-501
Closed -$17K – 377
2017
Q1 		$17K Buy
501
+1
+0.2% +$36 0.01% 247
2016
Q4 		$17K Buy
+500
New +$13.4K 0.01% 234

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Mark Sheptoff Financial Planning's X Position: Q2 2017 in Review

Mark Sheptoff Financial Planning sold out of US Steel (X) in Q2 2017, closing a stake of 501 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in X in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2017. 337 funds tracked by Wall St. Rank hold X as of Q2 2017.

  • Mark Sheptoff Financial Planning reported no remaining US Steel position as of Q2 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 501 US Steel shares in Q2 2017, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in US Steel in Q4 2016 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's US Steel position peaked at $17K in Q1 2017.
  • 337 funds tracked by Wall St. Rank held US Steel as of Q2 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2017, filed 9 Aug 2017.