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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return