UCFA
X

United Capital Financial Advisors’s US Steel X Stock Holding History

United Capital Financial 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
2019
Q1 		– Sell
-26,652
Closed -$486K – 1410
2018
Q4 		$486K Buy
26,652
+1,462
+6% +$36.6K ﹤0.01% 927
2018
Q3 		$768K Buy
25,190
+7,448
+42% +$240K 0.01% 851
2018
Q2 		$617K Buy
17,742
+1,856
+12% +$66.4K ﹤0.01% 890
2018
Q1 		$559K Sell
15,886
-3,440
-18% -$136K ﹤0.01% 931
2017
Q4 		$680K Buy
19,326
+100
+0.5% +$2.91K 0.01% 882
2017
Q3 		$493K Buy
19,226
+2,313
+14% +$56.6K ﹤0.01% 961
2017
Q2 		$374K Buy
16,913
+6,159
+57% +$146K ﹤0.01% 1005
2017
Q1 		$364K Buy
10,754
+4,057
+61% +$144K ﹤0.01% 988
2016
Q4 		$221K Sell
6,697
-5,718
-46% -$153K ﹤0.01% 1147
2016
Q3 		$234K Sell
12,415
-4,235
-25% -$87.4K ﹤0.01% 1144
2016
Q2 		$283K Buy
16,650
+717
+5% +$12K ﹤0.01% 1053
2016
Q1 		$256K Buy
+15,933
New +$159K ﹤0.01% 1047

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's X Position: Q1 2019 in Review

United Capital Financial Advisors sold out of US Steel (X) in Q1 2019, closing a stake of 26,652 shares — an estimated $486K sold.

United Capital Financial Advisors first reported a position in X in Q1 2016 and held it in 12 quarters. The position peaked at $768K in Q3 2018. 362 funds tracked by Wall St. Rank hold X as of Q1 2019.

  • United Capital Financial Advisors reported no remaining US Steel position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,652 US Steel shares in Q1 2019, an estimated $486K.
  • United Capital Financial Advisors first reported a position in US Steel in Q1 2016 and held it in 12 quarters.
  • United Capital Financial Advisors's US Steel position peaked at $768K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held US Steel as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.