WealthTrust-Arizona’s US Steel X Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$4K	Hold	240	–	–	﹤0.01%	509
2018 Q3	$7K	Hold	240	–	–	﹤0.01%	467
2018 Q2	$8K	Hold	240	–	–	﹤0.01%	445
2018 Q1	$8K	Hold	240	–	–	﹤0.01%	443
2017 Q4	$8K	Hold	240	–	–	﹤0.01%	446
2017 Q3	$6K	Hold	240	–	–	﹤0.01%	481
2017 Q2	$5K	Hold	240	–	–	﹤0.01%	495
2017 Q1	$8K	Hold	240	–	–	﹤0.01%	426
2016 Q4	$8K	Hold	240	–	–	﹤0.01%	424
2016 Q3	$5K	Hold	240	–	–	﹤0.01%	482
2016 Q2	$4K	Hold	240	–	–	﹤0.01%	497
2016 Q1	$4K	Hold	240	–	–	﹤0.01%	493
2015 Q4	$2K	Hold	240	–	–	﹤0.01%	563
2015 Q3	$3K	Hold	240	–	–	﹤0.01%	530
2015 Q2	$5K	Hold	240	–	–	﹤0.01%	501
2015 Q1	$6K	Hold	240	–	–	﹤0.01%	496
2014 Q4	$6K	Hold	240	–	–	0.01%	471
2014 Q3	$9K	Hold	240	–	–	0.01%	429
2014 Q2	$6K	Hold	240	–	–	0.01%	482
2014 Q1	$7K	Hold	240	–	–	0.01%	483
2013 Q4	$7K	Hold	240	–	–	0.01%	467
2013 Q3	$5K	Hold	240	–	–	0.01%	466
2013 Q2	$4K	Buy	+240	New	+$4.25K	0.01%	464

Other funds holding X

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

TAA

Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrust-Arizona's X Position: Q4 2018 in Review

WealthTrust-Arizona held its US Steel (X) position steady in Q4 2018 at 240 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

WealthTrust-Arizona first reported a position in X in Q2 2013 and has held it in 23 quarters since. The position peaked at $9K in Q3 2014. 358 funds tracked by Wall St. Rank hold X as of Q4 2018.

WealthTrust-Arizona held 240 shares of US Steel worth $4K as of Q4 2018.
WealthTrust-Arizona left its US Steel share count unchanged in Q4 2018.
US Steel made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #509 holding.
WealthTrust-Arizona first reported a position in US Steel in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's US Steel position peaked at $9K in Q3 2014.
358 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.