Endurance Wealth Management’s US Steel X Stock Holding History

Endurance 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	-900	Closed	-$14K	–	542
2019 Q2	$14K	Hold	900	–	–	﹤0.01%	367
2019 Q1	$18K	Sell	900 -100	-10%	-$2.13K	﹤0.01%	338
2018 Q4	$18K	Hold	1,000	–	–	﹤0.01%	326
2018 Q3	$30K	Hold	1,000	–	–	﹤0.01%	312
2018 Q2	$35K	Hold	1,000	–	–	0.01%	301
2018 Q1	$35K	Hold	1,000	–	–	0.01%	312
2017 Q4	$35K	Hold	1,000	–	–	0.01%	298
2017 Q3	$26K	Hold	1,000	–	–	﹤0.01%	323
2017 Q2	$22K	Hold	1,000	–	–	﹤0.01%	345
2017 Q1	$34K	Buy	1,000 +500	+100%	+$17.8K	0.01%	307
2016 Q4	$17K	Buy	+500	New	+$13.4K	﹤0.01%	356

Other funds holding X

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Endurance Wealth Management sold out of US Steel (X) in Q3 2019, closing a stake of 900 shares — an estimated $14K sold.

Endurance Wealth Management first reported a position in X in Q4 2016 and held it in 11 quarters. The position peaked at $35K in Q2 2018. 309 funds tracked by Wall St. Rank hold X as of Q3 2019.

Endurance Wealth Management reported no remaining US Steel position as of Q3 2019 after selling out during the quarter.
Endurance Wealth Management sold 900 US Steel shares in Q3 2019, an estimated $14K.
Endurance Wealth Management first reported a position in US Steel in Q4 2016 and held it in 11 quarters.
Endurance Wealth Management's US Steel position peaked at $35K in Q2 2018.
309 funds tracked by Wall St. Rank held US Steel as of Q3 2019.

Based on Endurance Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.