WSA
X

Willow Street Advisors’s US Steel X Stock Holding History

Willow Street 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
2013
Q4 		$1.23M Sell
41,800
-200
-0.5% -$5.15K 0.69% 46
2013
Q3 		$865K Buy
+42,000
New +$791K 0.54% 61

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Willow Street Advisors's X Position: Q4 2013 in Review

Willow Street Advisors reduced its US Steel (X) stake by 0.48% in Q4 2013, selling an estimated $5.15K and leaving 41,800 shares worth $1.23M. The position accounts for 0.69% of the portfolio, ranked #46.

Willow Street Advisors first reported a position in X in Q3 2013 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold X as of Q4 2013.

  • Willow Street Advisors held 41,800 shares of US Steel worth $1.23M as of Q4 2013.
  • Willow Street Advisors sold 200 US Steel shares in Q4 2013, an estimated $5.15K.
  • US Steel made up 0.69% of Willow Street Advisors's portfolio in Q4 2013, its #46 holding.
  • Willow Street Advisors first reported a position in US Steel in Q3 2013 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held US Steel as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.