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WealthSource Partners’s POSCO PKX Stock Holding History

WealthSource Partners’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
-3,680
Closed -$243K – 336
2018
Q3 		$243K Buy
3,680
+16
+0.4% +$1.12K 0.06% 256
2018
Q2 		$272K Buy
3,664
+54
+1% +$4.37K 0.08% 225
2018
Q1 		$285K Sell
3,610
-405
-10% -$34.2K 0.09% 210
2017
Q4 		$314K Buy
4,015
+785
+24% +$58K 0.1% 197
2017
Q3 		$224K Buy
+3,230
New +$232K 0.07% 254
2017
Q2 		– Sell
-3,900
Closed -$252K – 307
2017
Q1 		$252K Buy
+3,900
New +$233K 0.09% 220

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

WealthSource Partners's PKX Position: Q4 2018 in Review

WealthSource Partners sold out of POSCO (PKX) in Q4 2018, closing a stake of 3,680 shares — an estimated $243K sold.

WealthSource Partners first reported a position in PKX in Q1 2017 and held it in 6 quarters. The position peaked at $314K in Q4 2017. 178 funds tracked by Wall St. Rank hold PKX as of Q4 2018.

  • WealthSource Partners reported no remaining POSCO position as of Q4 2018 after selling out during the quarter.
  • WealthSource Partners sold 3,680 POSCO shares in Q4 2018, an estimated $243K.
  • WealthSource Partners first reported a position in POSCO in Q1 2017 and held it in 6 quarters.
  • WealthSource Partners's POSCO position peaked at $314K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held POSCO as of Q4 2018.

Based on WealthSource Partners's 13F filing for Q4 2018, filed 6 Feb 2019.