PRW Wealth Management’s US Steel X Stock Holding History

PRW 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 Q2	–	Sell	-86	Closed	-$1K	–	686
2019 Q1	$1K	Hold	86	–	–	﹤0.01%	646
2018 Q4	$1K	Buy	+86	New	+$2.15K	﹤0.01%	635

Other funds holding X

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's X Position: Q2 2019 in Review

PRW Wealth Management sold out of US Steel (X) in Q2 2019, closing a stake of 86 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in X in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 335 funds tracked by Wall St. Rank hold X as of Q2 2019.

PRW Wealth Management reported no remaining US Steel position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 86 US Steel shares in Q2 2019, an estimated $1K.
PRW Wealth Management first reported a position in US Steel in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's US Steel position peaked at $1K in Q1 2019.
335 funds tracked by Wall St. Rank held US Steel as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.