Old Mutual Customised Solutions’s US Steel X Stock Holding History

Old Mutual Customised Solutions’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	–	Sell	-10,100	Closed	-$333K	–	812
2016 Q4	$333K	Hold	10,100	–	–	0.06%	376
2016 Q3	$190K	Buy	10,100 +100	+1%	+$2.06K	0.05%	390
2016 Q2	$169K	Hold	10,000	–	–	0.04%	478
2016 Q1	$161K	Hold	10,000	–	–	0.04%	487
2015 Q4	$80K	Hold	10,000	–	–	0.02%	626
2015 Q3	$104K	Hold	10,000	–	–	0.03%	586
2015 Q2	$206K	Hold	10,000	–	–	0.05%	448
2015 Q1	$244K	Hold	10,000	–	–	0.06%	399
2014 Q4	$267K	Hold	10,000	–	–	0.08%	327
2014 Q3	$392K	Hold	10,000	–	–	0.11%	202
2014 Q2	$260K	Hold	10,000	–	–	0.06%	351
2014 Q1	$276K	Hold	10,000	–	–	0.07%	319
2013 Q4	$295K	Hold	10,000	–	–	0.08%	294
2013 Q3	$206K	Hold	10,000	–	–	0.06%	361
2013 Q2	$175K	Buy	+10,000	New	+$177K	0.05%	381

Other funds holding X

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

ABC

Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Old Mutual Customised Solutions's X Position: Q1 2017 in Review

Old Mutual Customised Solutions sold out of US Steel (X) in Q1 2017, closing a stake of 10,100 shares — an estimated $333K sold.

Old Mutual Customised Solutions first reported a position in X in Q2 2013 and held it in 15 quarters. The position peaked at $392K in Q3 2014. 367 funds tracked by Wall St. Rank hold X as of Q1 2017.

Old Mutual Customised Solutions reported no remaining US Steel position as of Q1 2017 after selling out during the quarter.
Old Mutual Customised Solutions sold 10,100 US Steel shares in Q1 2017, an estimated $333K.
Old Mutual Customised Solutions first reported a position in US Steel in Q2 2013 and held it in 15 quarters.
Old Mutual Customised Solutions's US Steel position peaked at $392K in Q3 2014.
367 funds tracked by Wall St. Rank held US Steel as of Q1 2017.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2017, filed 16 May 2017.