Reilly Financial Advisors’s Steel Dynamics STLD Stock Holding History

Reilly Financial Advisors’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-400	Closed	-$12K	–	968
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	637
2019 Q1	$14K	Hold	400	–	–	﹤0.01%	612
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	615
2018 Q3	$18K	Hold	400	–	–	﹤0.01%	585
2018 Q2	$18K	Hold	400	–	–	﹤0.01%	541
2018 Q1	$18K	Sell	400 -1,043	-72%	-$48K	﹤0.01%	527
2017 Q4	$62K	Hold	1,443	–	–	0.01%	294
2017 Q3	$50K	Hold	1,443	–	–	0.01%	313
2017 Q2	$52K	Hold	1,443	–	–	0.01%	301
2017 Q1	$50K	Buy	1,443 +400	+38%	+$14.3K	0.01%	295
2016 Q4	$37K	Buy	+1,043	New	+$32.8K	0.01%	329

Other funds holding STLD

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

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Reilly Financial Advisors's STLD Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Steel Dynamics (STLD) in Q3 2019, closing a stake of 400 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in STLD in Q4 2016 and held it in 11 quarters. The position peaked at $62K in Q4 2017. 432 funds tracked by Wall St. Rank hold STLD as of Q3 2019.

Reilly Financial Advisors reported no remaining Steel Dynamics position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 400 Steel Dynamics shares in Q3 2019, an estimated $12K.
Reilly Financial Advisors first reported a position in Steel Dynamics in Q4 2016 and held it in 11 quarters.
Reilly Financial Advisors's Steel Dynamics position peaked at $62K in Q4 2017.
432 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.