B.S. PENSION FUND TRUSTEE LTD ACTING FOR THE BRITISH STEEL PENSION FUND

LONDON, X0 Pension/Retirement Trust How do I update this listing?

B.s. Pension Fund Trustee LTD Acting FOR The British Steel Pension Fund is based out of London. Their last reported 13F filing for Q1 2019 included $571,753,000 in managed 13F securities and a top 10 holdings concentration of 50.7%. B.s. Pension Fund Trustee LTD Acting FOR The British Steel Pension Fund's largest holding is Union Pacific Corp. with shares held of 307,554. Whalewisdom has at least 33 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $571.753 Million
  • Prior Market Value $587.35 Million
  • New Purchases25 stocks
  • Additional Purchases12 stocks
  • Sold out of27 stocks
  • Reduced holdings in135 stocks
  • Top 10 Holdings % 50.70 %
  • Turnover % [1]:29.55%
  • Turnover Alt % [2]: 15.27 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-08-14

Performance for Q2 2018: 7.49%
Performance Last 4 Quarters: 4.17%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR/A (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)

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