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 Q2 2020 included $388,855,000 in managed 13F securities and a top 10 holdings concentration of 64.11%. B.s. Pension Fund Trustee LTD Acting FOR The British Steel Pension Fund's largest holding is Union Pacific Corp. with shares held of 271,113. Whalewisdom has at least 38 13F filings

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06/30/2020

13F Activity

  • Market Value $388.855 Million
  • Prior Market Value $351.273 Million
  • New Purchases0 stocks
  • Additional Purchases3 stocks
  • Sold out of0 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 64.11 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 1.91 %
  • Time Held Top20:4.60 quarters
  • Time Held Top10:4.30 quarters
  • Time Held All:5.88 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 17.49%
Performance Last 4 Quarters: 0.04%
Performance Metrics
Stats are not available for the latest quarter

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