RFA
ZEUS

Reilly Financial Advisors’s Olympic Steel ZEUS Stock Holding History

Reilly Financial Advisors’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-470
Closed -$10K – 1034
2018
Q3 		$10K Sell
470
-37
-7% -$805 ﹤0.01% 709
2018
Q2 		$10K Buy
507
+470
+1,270% +$10.6K ﹤0.01% 674
2018
Q1 		$1K Buy
+37
New +$842 ﹤0.01% 946

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return

Reilly Financial Advisors's ZEUS Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Olympic Steel (ZEUS) in Q4 2018, closing a stake of 470 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in ZEUS in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 110 funds tracked by Wall St. Rank hold ZEUS as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Olympic Steel position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 470 Olympic Steel shares in Q4 2018, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Olympic Steel in Q1 2018 and held it in 3 quarters.
  • Reilly Financial Advisors's Olympic Steel position peaked at $10K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.