TFS
X

TrustCore Financial Services’s US Steel X Stock Holding History

TrustCore Financial Services’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
2020
Q1 		– Sell
-10,500
Closed -$120K – 967
2019
Q4 		$120K Hold
10,500
– – 0.02% 268
2019
Q3 		$121K Buy
10,500
+4,500
+75% +$58K 0.03% 255
2019
Q2 		$92K Buy
+6,000
New +$92.4K 0.02% 275
2018
Q4 		– Sell
-4,200
Closed -$128K – 810
2018
Q3 		$128K Buy
+4,200
New +$135K 0.04% 199

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

TrustCore Financial Services's X Position: Q1 2020 in Review

TrustCore Financial Services sold out of US Steel (X) in Q1 2020, closing a stake of 10,500 shares — an estimated $120K sold.

TrustCore Financial Services first reported a position in X in Q3 2018 and held it in 4 quarters. The position peaked at $128K in Q3 2018. 307 funds tracked by Wall St. Rank hold X as of Q1 2020.

  • TrustCore Financial Services reported no remaining US Steel position as of Q1 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 10,500 US Steel shares in Q1 2020, an estimated $120K.
  • TrustCore Financial Services first reported a position in US Steel in Q3 2018 and held it in 4 quarters.
  • TrustCore Financial Services's US Steel position peaked at $128K in Q3 2018.
  • 307 funds tracked by Wall St. Rank held US Steel as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.