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X

Wealthfront’s US Steel X Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-245
Closed -$3K – 1092
2015
Q3 		$3K Sell
245
-174
-42% -$2.91K ﹤0.01% 1160
2015
Q2 		$9K Sell
419
-321
-43% -$7.87K ﹤0.01% 886
2015
Q1 		$18K Buy
740
+738
+36,900% +$17.5K ﹤0.01% 562
2014
Q4 		$0 Buy
+2
New +$67 ﹤0.01% 1022
2014
Q3 		– Sell
-834
Closed -$23K – 731
2014
Q2 		$23K Buy
834
+536
+180% +$13.7K ﹤0.01% 479
2014
Q1 		$8K Buy
+298
New +$7.81K ﹤0.01% 503

Other funds holding X

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthfront's X Position: Q4 2015 in Review

Wealthfront sold out of US Steel (X) in Q4 2015, closing a stake of 245 shares — an estimated $3K sold.

Wealthfront first reported a position in X in Q1 2014 and held it in 6 quarters. The position peaked at $23K in Q2 2014. 257 funds tracked by Wall St. Rank hold X as of Q4 2015.

  • Wealthfront reported no remaining US Steel position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 245 US Steel shares in Q4 2015, an estimated $3K.
  • Wealthfront first reported a position in US Steel in Q1 2014 and held it in 6 quarters.
  • Wealthfront's US Steel position peaked at $23K in Q2 2014.
  • 257 funds tracked by Wall St. Rank held US Steel as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.