WA
X

WFG Advisors’s US Steel X Stock Holding History

WFG Advisors’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
2017
Q2 		$452K Buy
20,400
+9,333
+84% +$221K 0.1% 212
2017
Q1 		$374K Sell
11,067
-1,550
-12% -$55.1K 0.1% 219
2016
Q4 		$416K Sell
12,617
-7,465
-37% -$200K 0.1% 229
2016
Q3 		$379K Buy
20,082
+1,000
+5% +$20.6K 0.09% 219
2016
Q2 		$322K Sell
19,082
-1,500
-7% -$25.2K 0.09% 228
2016
Q1 		$330K Buy
20,582
+4,302
+26% +$42.9K 0.1% 213
2015
Q4 		$130K Buy
16,280
+2,500
+18% +$24.6K 0.04% 400
2015
Q3 		$144K Sell
13,780
-3,690
-21% -$61.7K 0.05% 368
2015
Q2 		$360K Buy
17,470
+1,000
+6% +$24.5K 0.1% 218
2015
Q1 		$402K Buy
16,470
+7,090
+76% +$168K 0.11% 205
2014
Q4 		$251K Buy
9,380
+2,000
+27% +$66.7K 0.05% 367
2014
Q3 		$289K Buy
7,380
+2,240
+44% +$78.5K 0.06% 361
2014
Q2 		$134K Sell
5,140
-440
-8% -$11.2K 0.03% 557
2014
Q1 		$138K Buy
5,580
+1,200
+27% +$31.5K 0.03% 528
2013
Q4 		$129K Sell
4,380
-4,501
-51% -$116K 0.02% 650
2013
Q3 		$183K Sell
8,881
-7,995
-47% -$151K 0.03% 520
2013
Q2 		$296K Buy
+16,876
New +$298K 0.05% 366

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

WFG Advisors's X Position: Q2 2017 in Review

WFG Advisors increased its US Steel (X) stake by 84% in Q2 2017, buying an estimated $221K and bringing the position to 20,400 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #212.

WFG Advisors first reported a position in X in Q2 2013 and has held it in 17 quarters since. 337 funds tracked by Wall St. Rank hold X as of Q2 2017.

  • WFG Advisors held 20,400 shares of US Steel worth $452K as of Q2 2017.
  • WFG Advisors bought 9,333 US Steel shares in Q2 2017, an estimated $221K.
  • US Steel made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #212 holding.
  • WFG Advisors first reported a position in US Steel in Q2 2013 and has held it in 17 quarters since.
  • 337 funds tracked by Wall St. Rank held US Steel as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.