WP
X

WealthPLAN Partners’s US Steel X Stock Holding History

WealthPLAN Partners’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 		$136 Buy
+51
New +$501 ﹤0.01% 1630

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

WealthPLAN Partners's X Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in US Steel (X) in Q4 2015: 51 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

257 funds tracked by Wall St. Rank hold X as of Q4 2015.

  • WealthPLAN Partners held 51 shares of US Steel worth $136 as of Q4 2015.
  • US Steel was a new WealthPLAN Partners position in Q4 2015.
  • US Steel made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1630 holding.
  • 257 funds tracked by Wall St. Rank held US Steel as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.