OIA
X

OneDigital Investment Advisors’s US Steel X Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-250
Closed -$4K – 1169
2019
Q2 		$4K Buy
250
+225
+900% +$3.47K ﹤0.01% 1087
2019
Q1 		$0 Buy
+25
New +$532 ﹤0.01% 1203
2018
Q2 		– Sell
-471
Closed -$17K – 1373
2018
Q1 		$17K Buy
+471
New +$18.6K ﹤0.01% 874
2017
Q3 		– Sell
-200
Closed -$4K – 1177
2017
Q2 		$4K Buy
+200
New +$4.74K ﹤0.01% 1100

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OneDigital Investment Advisors's X Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of US Steel (X) in Q3 2019, closing a stake of 250 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in X in Q2 2017 and held it in 4 quarters. The position peaked at $17K in Q1 2018. 309 funds tracked by Wall St. Rank hold X as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining US Steel position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 250 US Steel shares in Q3 2019, an estimated $4K.
  • OneDigital Investment Advisors first reported a position in US Steel in Q2 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's US Steel position peaked at $17K in Q1 2018.
  • 309 funds tracked by Wall St. Rank held US Steel as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.