THWM
X

Taylor Hoffman Wealth Management’s US Steel X Stock Holding History

Taylor Hoffman Wealth Management’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
Q3 		– Sell
-200
Closed -$7K – 425
2018
Q2 		$7K Hold
200
– – 0.01% 286
2018
Q1 		$7K Hold
200
– – 0.01% 306
2017
Q4 		$7K Buy
+200
New +$5.82K 0.01% 315

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Taylor Hoffman Wealth Management's X Position: Q3 2018 in Review

Taylor Hoffman Wealth Management sold out of US Steel (X) in Q3 2018, closing a stake of 200 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in X in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 404 funds tracked by Wall St. Rank hold X as of Q3 2018.

  • Taylor Hoffman Wealth Management reported no remaining US Steel position as of Q3 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 200 US Steel shares in Q3 2018, an estimated $7K.
  • Taylor Hoffman Wealth Management first reported a position in US Steel in Q4 2017 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's US Steel position peaked at $7K in Q2 2018.
  • 404 funds tracked by Wall St. Rank held US Steel as of Q3 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.