ZIC
X

ZWJ Investment Counsel’s US Steel X Stock Holding History

ZWJ Investment Counsel’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
Q1 		– Sell
-10,305
Closed -$363K – 278
2017
Q4 		$363K Hold
10,305
– – 0.03% 205
2017
Q3 		$264K Hold
10,305
– – 0.02% 240
2017
Q2 		$228K Sell
10,305
-175
-2% -$4.15K 0.02% 275
2017
Q1 		$354K Buy
+10,480
New +$372K 0.03% 220

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

ZWJ Investment Counsel's X Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of US Steel (X) in Q1 2018, closing a stake of 10,305 shares — an estimated $363K sold.

ZWJ Investment Counsel first reported a position in X in Q1 2017 and held it in 4 quarters. The position peaked at $363K in Q4 2017. 424 funds tracked by Wall St. Rank hold X as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining US Steel position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 10,305 US Steel shares in Q1 2018, an estimated $363K.
  • ZWJ Investment Counsel first reported a position in US Steel in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's US Steel position peaked at $363K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held US Steel as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.