MCWS
X

McKinley Carter Wealth Services’s US Steel X Stock Holding History

McKinley Carter Wealth Services’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
-120
Closed -$4K – 394
2018
Q1 		$4K Buy
+120
New +$4.73K ﹤0.01% 411

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

McKinley Carter Wealth Services's X Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of US Steel (X) in Q2 2018, closing a stake of 120 shares — an estimated $4K sold.

McKinley Carter Wealth Services first reported a position in X in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 396 funds tracked by Wall St. Rank hold X as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining US Steel position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 120 US Steel shares in Q2 2018, an estimated $4K.
  • McKinley Carter Wealth Services first reported a position in US Steel in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's US Steel position peaked at $4K in Q1 2018.
  • 396 funds tracked by Wall St. Rank held US Steel as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.