WAM
AKS

Wealthspire Advisors (Maryland)’s AK Steel Holding Corp AKS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AKS Stock Details AKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6,359
Closed -$17K – 2421
2019
Q1 		$17K Buy
6,359
+112
+2% +$317 ﹤0.01% 1354
2018
Q4 		$14K Buy
6,247
+459
+8% +$1.66K ﹤0.01% 1361
2018
Q3 		$28K Sell
5,788
-77
-1% -$352 ﹤0.01% 1183
2018
Q2 		$25K Buy
5,865
+275
+5% +$1.26K ﹤0.01% 1232
2018
Q1 		$25K Hold
5,590
– – ﹤0.01% 1232
2017
Q4 		$32K Buy
5,590
+335
+6% +$1.75K ﹤0.01% 1169
2017
Q3 		$29K Buy
5,255
+34
+0.7% +$194 ﹤0.01% 1175
2017
Q2 		$34K Buy
5,221
+5,034
+2,692% +$31.6K ﹤0.01% 1088
2017
Q1 		$1K Buy
+187
New +$1.6K ﹤0.01% 1885
2016
Q1 		– Sell
-10,600
Closed -$24K – 1901
2015
Q4 		$24K Buy
+10,600
New +$26.6K ﹤0.01% 918

Other funds holding AKS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AKS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AK Steel Holding Corp (AKS) in Q2 2019, closing a stake of 6,359 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in AKS in Q4 2015 and held it in 10 quarters. The position peaked at $34K in Q2 2017. 218 funds tracked by Wall St. Rank hold AKS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AK Steel Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,359 AK Steel Holding Corp shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in AK Steel Holding Corp in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s AK Steel Holding Corp position peaked at $34K in Q2 2017.
  • 218 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.