Schwartz Investment Counsel’s POSCO PKX Stock Holding History

Schwartz Investment Counsel’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-10,000	Closed	-$350K	–	146
2015 Q3	$350K	Sell	10,000 -5,000	-33%	-$205K	0.03%	135
2015 Q2	$736K	Hold	15,000	–	–	0.05%	136
2015 Q1	$820K	Hold	15,000	–	–	0.05%	131
2014 Q4	$957K	Buy	15,000 +7,500	+100%	+$518K	0.06%	125
2014 Q3	$569K	Buy	+7,500	New	+$598K	0.04%	142

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schwartz Investment Counsel's PKX Position: Q4 2015 in Review

Schwartz Investment Counsel sold out of POSCO (PKX) in Q4 2015, closing a stake of 10,000 shares — an estimated $350K sold.

Schwartz Investment Counsel first reported a position in PKX in Q3 2014 and held it in 5 quarters. The position peaked at $957K in Q4 2014. 123 funds tracked by Wall St. Rank hold PKX as of Q4 2015.

Schwartz Investment Counsel reported no remaining POSCO position as of Q4 2015 after selling out during the quarter.
Schwartz Investment Counsel sold 10,000 POSCO shares in Q4 2015, an estimated $350K.
Schwartz Investment Counsel first reported a position in POSCO in Q3 2014 and held it in 5 quarters.
Schwartz Investment Counsel's POSCO position peaked at $957K in Q4 2014.
123 funds tracked by Wall St. Rank held POSCO as of Q4 2015.

Based on Schwartz Investment Counsel's 13F filing for Q4 2015, filed 3 Feb 2016.