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WealthTrust Fairport’s Steel Dynamics STLD Stock Holding History

WealthTrust Fairport’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,080
Closed -$18K – 400
2013
Q3 		$18K Buy
1,080
+8
+0.7% +$127 ﹤0.01% 220
2013
Q2 		$16K Buy
+1,072
New +$16.1K ﹤0.01% 213

Other funds holding STLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthTrust Fairport's STLD Position: Q4 2013 in Review

WealthTrust Fairport sold out of Steel Dynamics (STLD) in Q4 2013, closing a stake of 1,080 shares — an estimated $18K sold.

WealthTrust Fairport first reported a position in STLD in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 246 funds tracked by Wall St. Rank hold STLD as of Q4 2013.

  • WealthTrust Fairport reported no remaining Steel Dynamics position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 1,080 Steel Dynamics shares in Q4 2013, an estimated $18K.
  • WealthTrust Fairport first reported a position in Steel Dynamics in Q2 2013 and held it in 2 quarters.
  • WealthTrust Fairport's Steel Dynamics position peaked at $18K in Q3 2013.
  • 246 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.