NGA
AKS

Naples Global Advisors’s AK Steel Holding Corp AKS Stock Holding History

Naples Global Advisors’s Portfolio AKS Stock Details AKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,700
Closed -$24K – 334
2019
Q3 		$24K Hold
10,700
– – 0.01% 311
2019
Q2 		$25K Buy
+10,700
New +$24.9K 0.01% 307

Other funds holding AKS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naples Global Advisors's AKS Position: Q4 2019 in Review

Naples Global Advisors sold out of AK Steel Holding Corp (AKS) in Q4 2019, closing a stake of 10,700 shares — an estimated $24K sold.

Naples Global Advisors first reported a position in AKS in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 222 funds tracked by Wall St. Rank hold AKS as of Q4 2019.

  • Naples Global Advisors reported no remaining AK Steel Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Naples Global Advisors sold 10,700 AK Steel Holding Corp shares in Q4 2019, an estimated $24K.
  • Naples Global Advisors first reported a position in AK Steel Holding Corp in Q2 2019 and held it in 2 quarters.
  • Naples Global Advisors's AK Steel Holding Corp position peaked at $25K in Q2 2019.
  • 222 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q4 2019.

Based on Naples Global Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.