NYLT
X

New York Life Trust’s US Steel X Stock Holding History

New York Life Trust’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
Q1 		$7K Sell
196
-542
-73% -$19.3K 0.34% 103
2016
Q4 		$24K Sell
738
-675
-48% -$18K 0.11% 173
2016
Q3 		$27K Buy
+1,413
New +$29.2K 0.13% 170
2015
Q1 		– Sell
-2,515
Closed -$67K – 241
2014
Q4 		$67K Buy
2,515
+1,170
+87% +$39K 0.26% 131
2014
Q3 		$53K Sell
1,345
-815
-38% -$28.6K 0.22% 146
2014
Q2 		$56K Buy
+2,160
New +$55.2K 0.24% 145
2014
Q1 		– Sell
-1,631
Closed -$48K – 223
2013
Q4 		$48K Buy
+1,631
New +$42K 0.22% 145

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New York Life Trust's X Position: Q1 2017 in Review

New York Life Trust reduced its US Steel (X) stake by 73% in Q1 2017, selling an estimated $19.3K and leaving 196 shares worth $7K. The position accounts for 0.34% of the portfolio, ranked #103.

New York Life Trust first reported a position in X in Q4 2013 and has held it in 7 quarters since. The position peaked at $67K in Q4 2014. 367 funds tracked by Wall St. Rank hold X as of Q1 2017.

  • New York Life Trust held 196 shares of US Steel worth $7K as of Q1 2017.
  • New York Life Trust sold 542 US Steel shares in Q1 2017, an estimated $19.3K.
  • US Steel made up 0.34% of New York Life Trust's portfolio in Q1 2017, its #103 holding.
  • New York Life Trust first reported a position in US Steel in Q4 2013 and has held it in 7 quarters since.
  • New York Life Trust's US Steel position peaked at $67K in Q4 2014.
  • 367 funds tracked by Wall St. Rank held US Steel as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.