DWM
X

Destination Wealth Management’s US Steel X Stock Holding History

Destination Wealth Management’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
2019
Q1 		– Sell
-4,600
Closed -$84K – 740
2018
Q4 		$84K Buy
+4,600
New +$115K 0.01% 199
2018
Q2 		– Sell
-30
Closed -$1K – 663
2018
Q1 		$1K Buy
+30
New +$1.18K ﹤0.01% 564

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's X Position: Q1 2019 in Review

Destination Wealth Management sold out of US Steel (X) in Q1 2019, closing a stake of 4,600 shares — an estimated $84K sold.

Destination Wealth Management first reported a position in X in Q1 2018 and held it in 2 quarters. The position peaked at $84K in Q4 2018. 361 funds tracked by Wall St. Rank hold X as of Q1 2019.

  • Destination Wealth Management reported no remaining US Steel position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 4,600 US Steel shares in Q1 2019, an estimated $84K.
  • Destination Wealth Management first reported a position in US Steel in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's US Steel position peaked at $84K in Q4 2018.
  • 361 funds tracked by Wall St. Rank held US Steel as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.