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Wealthspire Advisors (Maryland)’s POSCO PKX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-157
Closed -$9K – 1596
2019
Q1 		$9K Buy
157
+42
+37% +$2.43K ﹤0.01% 1587
2018
Q4 		$6K Sell
115
-20
-15% -$1.15K ﹤0.01% 1673
2018
Q3 		$9K Sell
135
-33
-20% -$2.31K ﹤0.01% 1569
2018
Q2 		$12K Sell
168
-13
-7% -$1.05K ﹤0.01% 1474
2018
Q1 		$14K Sell
181
-30
-14% -$2.53K ﹤0.01% 1434
2017
Q4 		$16K Buy
211
+57
+37% +$4.21K ﹤0.01% 1405
2017
Q3 		$11K Sell
154
-63
-29% -$4.52K ﹤0.01% 1546
2017
Q2 		$14K Buy
217
+166
+325% +$10K ﹤0.01% 1399
2017
Q1 		$3K Buy
+51
New +$3.05K ﹤0.01% 1630

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of POSCO (PKX) in Q2 2019, closing a stake of 157 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in PKX in Q1 2017 and held it in 9 quarters. The position peaked at $16K in Q4 2017. 157 funds tracked by Wall St. Rank hold PKX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining POSCO position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 157 POSCO shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in POSCO in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s POSCO position peaked at $16K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held POSCO as of Q2 2019.

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