West Oak Capital’s Steel Dynamics STLD Stock Holding History

West Oak Capital’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
2015 Q3	–	Sell	-175	Closed	-$3.63K	–	308
2015 Q2	$3.63K	Hold	175	–	–	﹤0.01%	247
2015 Q1	$3.52K	Hold	175	–	–	﹤0.01%	247
2014 Q4	$3.46K	Hold	175	–	–	﹤0.01%	257
2014 Q3	$3.96K	Hold	175	–	–	﹤0.01%	242
2014 Q2	$3.14K	Buy	+175	New	+$3.15K	﹤0.01%	251

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Oak Capital's STLD Position: Q3 2015 in Review

West Oak Capital sold out of Steel Dynamics (STLD) in Q3 2015, closing a stake of 175 shares — an estimated $3.63K sold.

West Oak Capital first reported a position in STLD in Q2 2014 and held it in 5 quarters. The position peaked at $3.96K in Q3 2014. 297 funds tracked by Wall St. Rank hold STLD as of Q3 2015.

West Oak Capital reported no remaining Steel Dynamics position as of Q3 2015 after selling out during the quarter.
West Oak Capital sold 175 Steel Dynamics shares in Q3 2015, an estimated $3.63K.
West Oak Capital first reported a position in Steel Dynamics in Q2 2014 and held it in 5 quarters.
West Oak Capital's Steel Dynamics position peaked at $3.96K in Q3 2014.
297 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2015.

Based on West Oak Capital's 13F filing for Q3 2015, filed 2 Oct 2015.