WEC
X

Winslow Evans & Crocker’s US Steel X Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-1,575
Closed -$53.3K – 1258
2017
Q2 		$53.3K Sell
1,575
-6,801
-81% -$161K 0.01% 546
2017
Q1 		$283K Buy
+8,376
New +$298K 0.09% 237
2015
Q4 		– Sell
-900
Closed -$9.38K – 1391
2015
Q3 		$9.38K Hold
900
– – ﹤0.01% 903
2015
Q2 		$18.6K Hold
900
– – 0.01% 781
2015
Q1 		$22K Buy
900
+750
+500% +$17.8K 0.01% 713
2014
Q4 		$4.01K Hold
150
– – ﹤0.01% 1084
2014
Q3 		$5.88K Hold
150
– – ﹤0.01% 1033
2014
Q2 		$3.91K Hold
150
– – ﹤0.01% 1080
2014
Q1 		$4.14K Buy
+150
New +$3.93K ﹤0.01% 1067

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return