Summit Trail Advisors’s US Steel X Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-929	Closed	-$37K	–	1684
2017 Q4	$37K	Buy	+929	New	+$27K	﹤0.01%	896

Other funds holding X

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

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

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Summit Trail Advisors's X Position: Q1 2018 in Review

Summit Trail Advisors sold out of US Steel (X) in Q1 2018, closing a stake of 929 shares — an estimated $37K sold.

Summit Trail Advisors first reported a position in X in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 424 funds tracked by Wall St. Rank hold X as of Q1 2018.

Summit Trail Advisors reported no remaining US Steel position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 929 US Steel shares in Q1 2018, an estimated $37K.
Summit Trail Advisors first reported a position in US Steel in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's US Steel position peaked at $37K in Q4 2017.
424 funds tracked by Wall St. Rank held US Steel as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.