YorkBridge Wealth Partners’s US Steel X Stock Holding History

YorkBridge Wealth Partners’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	-200	Closed	-$6K	–	774
2018 Q3	$6K	Buy	+200	New	+$6.45K	﹤0.01%	646

Other funds holding X

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

TAA

Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

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

YorkBridge Wealth Partners's X Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of US Steel (X) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in X in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 357 funds tracked by Wall St. Rank hold X as of Q4 2018.

YorkBridge Wealth Partners reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 US Steel shares in Q4 2018, an estimated $6K.
YorkBridge Wealth Partners first reported a position in US Steel in Q3 2018 and held it in 1 quarter.
YorkBridge Wealth Partners's US Steel position peaked at $6K in Q3 2018.
357 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.