WESPAC Advisors SoCal’s Steel Dynamics STLD Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-50	Closed	-$1K	–	269
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	326
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	324
2018 Q3	$2K	Buy	+50	New	+$2.3K	﹤0.01%	282
2018 Q2	–	Sell	-50	Closed	-$2K	–	230
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	245
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	233
2017 Q3	$1K	Hold	50	–	–	﹤0.01%	257
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	234
2017 Q1	$1.74K	Hold	50	–	–	﹤0.01%	233
2016 Q4	$1.78K	Hold	50	–	–	﹤0.01%	238
2016 Q3	$1.25K	Hold	50	–	–	﹤0.01%	267
2016 Q2	$1.23K	Hold	50	–	–	﹤0.01%	264
2016 Q1	$1.13K	Hold	50	–	–	﹤0.01%	272
2015 Q4	$0	Buy	+50	New	+$894	﹤0.01%	263

Other funds holding STLD

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WESPAC Advisors SoCal's STLD Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Steel Dynamics (STLD) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

WESPAC Advisors SoCal first reported a position in STLD in Q4 2015 and held it in 13 quarters. The position peaked at $2K in Q3 2018. 451 funds tracked by Wall St. Rank hold STLD as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Steel Dynamics position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 50 Steel Dynamics shares in Q2 2019, an estimated $1K.
WESPAC Advisors SoCal first reported a position in Steel Dynamics in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Steel Dynamics position peaked at $2K in Q3 2018.
451 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.