USA Financial Formulas’s US Steel X Stock Holding History

USA Financial Formulas’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	-18,415	Closed	-$648K	–	416
2018 Q2	$648K	Sell	18,415 -129	-0.7%	-$4.61K	0.16%	127
2018 Q1	$653K	Buy	+18,544	New	+$731K	0.16%	127

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

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

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

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

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's X Position: Q3 2018 in Review

USA Financial Formulas sold out of US Steel (X) in Q3 2018, closing a stake of 18,415 shares — an estimated $648K sold.

USA Financial Formulas first reported a position in X in Q1 2018 and held it in 2 quarters. The position peaked at $653K in Q1 2018. 404 funds tracked by Wall St. Rank hold X as of Q3 2018.

USA Financial Formulas reported no remaining US Steel position as of Q3 2018 after selling out during the quarter.
USA Financial Formulas sold 18,415 US Steel shares in Q3 2018, an estimated $648K.
USA Financial Formulas first reported a position in US Steel in Q1 2018 and held it in 2 quarters.
USA Financial Formulas's US Steel position peaked at $653K in Q1 2018.
404 funds tracked by Wall St. Rank held US Steel as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.