Amerigo Asset Management — Q2 2018 13F Holdings

Name: Amerigo Asset Management — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641891

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	USX1	United States Steel CORP	Stock-Other	44.25%	-39.50%	EXIT
2	AMD	Advanced Micro Devices	Stock-Tech	31.86%	-60.50%	EXIT
3	WDC	Western Digital CORP	Stock-Tech	23.89%	—	-56.91%

Position changes disclosed by Amerigo Asset Management for the quarter ending Q2 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	USX1	United States Steel CORP	+23.3%	-2.88%	Trim
2	WDC	Western Digital CORP	-6.1%	-56.91%	Trim
3	PM	Philip Morris International	—	EXIT	Sold out
4	SKAA	Skechers USA Inc-cl A	—	EXIT	Sold out
5	AMD	Advanced Micro Devices	—	NEW	New buy