UFF
PKX icon

USA Financial Formulas’s POSCO PKX Stock Holding History

USA Financial Formulas’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,786
Closed -$355K – 385
2018
Q3 		$355K Sell
4,786
-252
-5% -$17.6K 0.09% 187
2018
Q2 		$397K Sell
5,038
-28
-0.6% -$2.27K 0.1% 183
2018
Q1 		$399K Sell
5,066
-1,338
-21% -$113K 0.1% 182
2017
Q4 		$500K Sell
6,404
-91
-1% -$6.73K 0.12% 146
2017
Q3 		$451K Sell
6,495
-1,696
-21% -$122K 0.11% 184
2017
Q2 		$513K Buy
+8,191
New +$493K 0.12% 157

Other funds holding PKX

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

USA Financial Formulas's PKX Position: Q4 2018 in Review

USA Financial Formulas sold out of POSCO (PKX) in Q4 2018, closing a stake of 4,786 shares — an estimated $355K sold.

USA Financial Formulas first reported a position in PKX in Q2 2017 and held it in 6 quarters. The position peaked at $513K in Q2 2017. 178 funds tracked by Wall St. Rank hold PKX as of Q4 2018.

  • USA Financial Formulas reported no remaining POSCO position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 4,786 POSCO shares in Q4 2018, an estimated $355K.
  • USA Financial Formulas first reported a position in POSCO in Q2 2017 and held it in 6 quarters.
  • USA Financial Formulas's POSCO position peaked at $513K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held POSCO as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.