Shepherd Kaplan Krochuk’s US Steel X Stock Holding History

Shepherd Kaplan Krochuk’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
2014 Q4	–	Sell	-7,947	Closed	-$311K	–	557
2014 Q3	$311K	Buy	+7,947	New	+$279K	0.04%	300

Other funds holding X

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

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shepherd Kaplan Krochuk's X Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of US Steel (X) in Q4 2014, closing a stake of 7,947 shares — an estimated $311K sold.

Shepherd Kaplan Krochuk first reported a position in X in Q3 2014 and held it in 1 quarter. The position peaked at $311K in Q3 2014. 353 funds tracked by Wall St. Rank hold X as of Q4 2014.

Shepherd Kaplan Krochuk reported no remaining US Steel position as of Q4 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 7,947 US Steel shares in Q4 2014, an estimated $311K.
Shepherd Kaplan Krochuk first reported a position in US Steel in Q3 2014 and held it in 1 quarter.
Shepherd Kaplan Krochuk's US Steel position peaked at $311K in Q3 2014.
353 funds tracked by Wall St. Rank held US Steel as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.