MFS
X

MSI Financial Services’s US Steel X Stock Holding History

MSI Financial 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
2016
Q4 		$116K Sell
3,511
-836
-19% -$22.3K ﹤0.01% 1376
2016
Q3 		$82K Buy
4,347
+759
+21% +$15.7K ﹤0.01% 1538
2016
Q2 		$60K Sell
3,588
-810
-18% -$13.6K ﹤0.01% 1727
2016
Q1 		$71K Sell
4,398
-654
-13% -$6.52K ﹤0.01% 1537
2015
Q4 		$40K Buy
5,052
+1,592
+46% +$15.7K ﹤0.01% 1863
2015
Q3 		$36K Buy
3,460
+2,043
+144% +$34.2K ﹤0.01% 1388
2015
Q2 		$29K Buy
1,417
+659
+87% +$16.2K ﹤0.01% 1615
2015
Q1 		$18K Sell
758
-2,471
-77% -$58.6K ﹤0.01% 1867
2014
Q4 		$86K Buy
3,229
+2,815
+680% +$93.9K 0.01% 852
2014
Q3 		$16K Sell
414
-2,587
-86% -$90.7K ﹤0.01% 1616
2014
Q2 		$78K Sell
3,001
-810
-21% -$20.7K 0.01% 901
2014
Q1 		$105K Buy
3,811
+118
+3% +$3.09K 0.02% 744
2013
Q4 		$109K Buy
3,693
+1,070
+41% +$27.6K 0.02% 721
2013
Q3 		$54K Sell
2,623
-1,760
-40% -$33.1K 0.01% 837
2013
Q2 		$77K Buy
+4,383
New +$77.5K 0.02% 723

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return

MSI Financial Services's X Position: Q4 2016 in Review

MSI Financial Services reduced its US Steel (X) stake by 19% in Q4 2016, selling an estimated $22.3K and leaving 3,511 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

MSI Financial Services first reported a position in X in Q2 2013 and has held it in 15 quarters since. 335 funds tracked by Wall St. Rank hold X as of Q4 2016.

  • MSI Financial Services held 3,511 shares of US Steel worth $116K as of Q4 2016.
  • MSI Financial Services sold 836 US Steel shares in Q4 2016, an estimated $22.3K.
  • US Steel made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1376 holding.
  • MSI Financial Services first reported a position in US Steel in Q2 2013 and has held it in 15 quarters since.
  • 335 funds tracked by Wall St. Rank held US Steel as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.