RIA
AKS

Regal Investment Advisors’s AK Steel Holding Corp AKS Stock Holding History

Regal Investment 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
-28,350
Closed -$64K – 359
2019
Q3 		$64K Sell
28,350
-1,210
-4% -$2.9K 0.01% 315
2019
Q2 		$70K Sell
29,560
-5,000
-14% -$11.6K 0.01% 311
2019
Q1 		$95K Sell
34,560
-3,000
-8% -$8.5K 0.02% 309
2018
Q4 		$85K Buy
37,560
+15,200
+68% +$54.9K 0.02% 326
2018
Q3 		$110K Buy
22,360
+7,610
+52% +$34.8K 0.02% 313
2018
Q2 		$64K Sell
14,750
-11,310
-43% -$51.7K 0.02% 257
2018
Q1 		$118K Buy
+26,060
New +$143K 0.03% 309
2015
Q4 		– Sell
-5,750
Closed -$13K – 968
2015
Q3 		$13K Buy
5,750
+2,505
+77% +$7.29K ﹤0.01% 644
2015
Q2 		$12K Hold
3,245
– – ﹤0.01% 634
2015
Q1 		$15K Hold
3,245
– – ﹤0.01% 618
2014
Q4 		$19K Hold
3,245
– – 0.01% 543
2014
Q3 		$26K Hold
3,245
– – 0.01% 520
2014
Q2 		$26K Hold
3,245
– – 0.01% 502
2014
Q1 		$23K Buy
+3,245
New +$22K 0.01% 485
2013
Q4 		– Sell
-2,445
Closed -$9K – 991
2013
Q3 		$9K Sell
2,445
-676
-22% -$2.41K 0.01% 627
2013
Q2 		$9K Buy
+3,121
New +$10.3K 0.01% 624

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

Regal Investment Advisors's AKS Position: Q4 2019 in Review

Regal Investment Advisors sold out of AK Steel Holding Corp (AKS) in Q4 2019, closing a stake of 28,350 shares — an estimated $64K sold.

Regal Investment Advisors first reported a position in AKS in Q2 2013 and held it in 16 quarters. The position peaked at $118K in Q1 2018. 222 funds tracked by Wall St. Rank hold AKS as of Q4 2019.

  • Regal Investment Advisors reported no remaining AK Steel Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 28,350 AK Steel Holding Corp shares in Q4 2019, an estimated $64K.
  • Regal Investment Advisors first reported a position in AK Steel Holding Corp in Q2 2013 and held it in 16 quarters.
  • Regal Investment Advisors's AK Steel Holding Corp position peaked at $118K in Q1 2018.
  • 222 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q4 2019.

Based on Regal Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.