Rockefeller Financial Services’s US Steel X Stock Holding History

Rockefeller Financial Services’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
2017 Q4	–	Sell	-300	Closed	-$8K	–	537
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	509
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	429
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	444
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	470
2016 Q3	$6K	Hold	300	–	–	﹤0.01%	439
2016 Q2	$5K	Hold	300	–	–	﹤0.01%	451
2016 Q1	$5K	Hold	300	–	–	﹤0.01%	571
2015 Q4	$2K	Hold	300	–	–	﹤0.01%	526
2015 Q3	$3K	Buy	+300	New	+$5.02K	﹤0.01%	501
2013 Q4	–	Sell	-8,140	Closed	-$168K	–	529
2013 Q3	$168K	Hold	8,140	–	–	﹤0.01%	349
2013 Q2	$143K	Buy	+8,140	New	+$144K	﹤0.01%	358

Other funds holding X

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return