Howe & Rusling’s US Steel X Stock Holding History

Howe & Rusling’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
2020 Q1	–	Sell	-2,500	Closed	-$29K	–	891
2019 Q4	$29K	Hold	2,500	–	–	﹤0.01%	343
2019 Q3	$29K	Buy	+2,500	New	+$32.2K	0.01%	345

Other funds holding X

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Howe & Rusling's X Position: Q1 2020 in Review

Howe & Rusling sold out of US Steel (X) in Q1 2020, closing a stake of 2,500 shares — an estimated $29K sold.

Howe & Rusling first reported a position in X in Q3 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 307 funds tracked by Wall St. Rank hold X as of Q1 2020.

Howe & Rusling reported no remaining US Steel position as of Q1 2020 after selling out during the quarter.
Howe & Rusling sold 2,500 US Steel shares in Q1 2020, an estimated $29K.
Howe & Rusling first reported a position in US Steel in Q3 2019 and held it in 2 quarters.
Howe & Rusling's US Steel position peaked at $29K in Q4 2019.
307 funds tracked by Wall St. Rank held US Steel as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.