Private Ocean’s US Steel X Stock Holding History

Private Ocean’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
2018 Q1	–	Sell	-510	Closed	-$18K	–	531
2017 Q4	$18K	Buy	+510	New	+$14.8K	0.01%	194

Other funds holding X

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Private Ocean's X Position: Q1 2018 in Review

Private Ocean sold out of US Steel (X) in Q1 2018, closing a stake of 510 shares — an estimated $18K sold.

Private Ocean first reported a position in X in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 424 funds tracked by Wall St. Rank hold X as of Q1 2018.

Private Ocean reported no remaining US Steel position as of Q1 2018 after selling out during the quarter.
Private Ocean sold 510 US Steel shares in Q1 2018, an estimated $18K.
Private Ocean first reported a position in US Steel in Q4 2017 and held it in 1 quarter.
Private Ocean's US Steel position peaked at $18K in Q4 2017.
424 funds tracked by Wall St. Rank held US Steel as of Q1 2018.

Based on Private Ocean's 13F filing for Q1 2018, filed 11 May 2018.