EWM
X

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $141B 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