MWPCG
X

Measured Wealth Private Client Group’s US Steel X Stock Holding History

Measured Wealth Private Client Group’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
-840
Closed -$26K – 721
2018
Q3 		$26K Buy
+840
New +$27.1K 0.02% 483

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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PC
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
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's X Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of US Steel (X) in Q4 2018, closing a stake of 840 shares — an estimated $26K sold.

Measured Wealth Private Client Group first reported a position in X in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 357 funds tracked by Wall St. Rank hold X as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 840 US Steel shares in Q4 2018, an estimated $26K.
  • Measured Wealth Private Client Group first reported a position in US Steel in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's US Steel position peaked at $26K in Q3 2018.
  • 357 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.