DWM
X

Doyle Wealth Management’s US Steel X Stock Holding History

Doyle 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
Q3 		– Sell
-1,300
Closed -$20K – 775
2019
Q2 		$20K Buy
+1,300
New +$20K ﹤0.01% 514
2019
Q1 		– Sell
-1,000
Closed -$18K – 767
2018
Q4 		$18K Buy
+1,000
New +$25K ﹤0.01% 531

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Doyle Wealth Management's X Position: Q3 2019 in Review

Doyle Wealth Management sold out of US Steel (X) in Q3 2019, closing a stake of 1,300 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in X in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2019. 308 funds tracked by Wall St. Rank hold X as of Q3 2019.

  • Doyle Wealth Management reported no remaining US Steel position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,300 US Steel shares in Q3 2019, an estimated $20K.
  • Doyle Wealth Management first reported a position in US Steel in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's US Steel position peaked at $20K in Q2 2019.
  • 308 funds tracked by Wall St. Rank held US Steel as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.