WIS
X

Wright Investors Service’s US Steel X Stock Holding History

Wright Investors Service’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
2018
Q4 		– Sell
-6,768
Closed -$206K – 161
2018
Q3 		$206K Sell
6,768
-5,515
-45% -$178K 0.08% 142
2018
Q2 		$427K Buy
+12,283
New +$439K 0.17% 121
2017
Q2 		– Sell
-18,395
Closed -$622K – 246
2017
Q1 		$622K Buy
18,395
+2,980
+19% +$106K 0.25% 120
2016
Q4 		$509K Buy
+15,415
New +$412K 0.22% 144

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
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wright Investors Service's X Position: Q4 2018 in Review

Wright Investors Service sold out of US Steel (X) in Q4 2018, closing a stake of 6,768 shares — an estimated $206K sold.

Wright Investors Service first reported a position in X in Q4 2016 and held it in 4 quarters. The position peaked at $622K in Q1 2017. 358 funds tracked by Wall St. Rank hold X as of Q4 2018.

  • Wright Investors Service reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
  • Wright Investors Service sold 6,768 US Steel shares in Q4 2018, an estimated $206K.
  • Wright Investors Service first reported a position in US Steel in Q4 2016 and held it in 4 quarters.
  • Wright Investors Service's US Steel position peaked at $622K in Q1 2017.
  • 358 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on Wright Investors Service's 13F filing for Q4 2018, filed 1 Feb 2019.