RFA
X

Reilly Financial Advisors’s US Steel X Stock Holding History

Reilly Financial 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
Q2 		– Sell
-1,435
Closed -$28K – 1017
2019
Q1 		$28K Buy
1,435
+4
+0.3% +$85 ﹤0.01% 455
2018
Q4 		$26K Buy
1,431
+3
+0.2% +$75 ﹤0.01% 444
2018
Q3 		$44K Buy
1,428
+1,272
+815% +$41K 0.01% 390
2018
Q2 		$5K Hold
156
– – ﹤0.01% 816
2018
Q1 		$5K Buy
+156
New +$6.15K ﹤0.01% 788
2016
Q1 		– Sell
-400
Closed -$3K – 1289
2015
Q4 		$3K Buy
+400
New +$3.93K ﹤0.01% 1037

Other funds holding X

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's X Position: Q2 2019 in Review

Reilly Financial Advisors sold out of US Steel (X) in Q2 2019, closing a stake of 1,435 shares — an estimated $28K sold.

Reilly Financial Advisors first reported a position in X in Q4 2015 and held it in 6 quarters. The position peaked at $44K in Q3 2018. 335 funds tracked by Wall St. Rank hold X as of Q2 2019.

  • Reilly Financial Advisors reported no remaining US Steel position as of Q2 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,435 US Steel shares in Q2 2019, an estimated $28K.
  • Reilly Financial Advisors first reported a position in US Steel in Q4 2015 and held it in 6 quarters.
  • Reilly Financial Advisors's US Steel position peaked at $44K in Q3 2018.
  • 335 funds tracked by Wall St. Rank held US Steel as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.