MI
X

Markston International’s US Steel X Stock Holding History

Markston International’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
2016
Q1 		– Sell
-2,300
Closed -$18K – 190
2015
Q4 		$18K Sell
2,300
-1,000
-30% -$9.83K ﹤0.01% 155
2015
Q3 		$34K Sell
3,300
-5,200
-61% -$86.9K ﹤0.01% 147
2015
Q2 		$175K Sell
8,500
-600
-7% -$14.7K 0.01% 131
2015
Q1 		$222K Hold
9,100
– – 0.01% 132
2014
Q4 		$243K Hold
9,100
– – 0.02% 139
2014
Q3 		$356K Sell
9,100
-700
-7% -$24.5K 0.02% 140
2014
Q2 		$255K Hold
9,800
– – 0.02% 140
2014
Q1 		$271K Hold
9,800
– – 0.02% 140
2013
Q4 		$289K Hold
9,800
– – 0.02% 142
2013
Q3 		$202K Hold
9,800
– – 0.01% 147
2013
Q2 		$172K Buy
+9,800
New +$173K 0.01% 155

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return