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
2015 Q1	–	Sell	-1,000	Closed	-$12K	–	2107
2014 Q4	$12K	Hold	1,000	–	–	﹤0.01%	1400
2014 Q3	$24K	Hold	1,000	–	–	﹤0.01%	1217
2014 Q2	$11K	Buy	+1,000	New	+$25.6K	﹤0.01%	1464

Other funds holding X

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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.