RFWA
X

RPg Family Wealth Advisory’s US Steel X Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-99,901
Closed -$3.04M – 274
2018
Q3 		$3.04M Buy
99,901
+1,511
+2% +$48.7K 2.29% 17
2018
Q2 		$3.42M Sell
98,390
-966
-1% -$34.5K 2.65% 15
2018
Q1 		$3.5M Sell
99,356
-58,229
-37% -$2.29M 2.87% 15
2017
Q4 		$5.55M Buy
+157,585
New +$4.58M 4.69% 1

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPg Family Wealth Advisory's X Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of US Steel (X) in Q4 2018, closing a stake of 99,901 shares — an estimated $3.04M sold.

RPg Family Wealth Advisory first reported a position in X in Q4 2017 and held it in 4 quarters. The position peaked at $5.55M in Q4 2017. 358 funds tracked by Wall St. Rank hold X as of Q4 2018.

  • RPg Family Wealth Advisory reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 99,901 US Steel shares in Q4 2018, an estimated $3.04M.
  • RPg Family Wealth Advisory first reported a position in US Steel in Q4 2017 and held it in 4 quarters.
  • RPg Family Wealth Advisory's US Steel position peaked at $5.55M in Q4 2017.
  • 358 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.