TIM
X

Tortoise Investment Management’s US Steel X Stock Holding History

Tortoise Investment 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
2016
Q1 		– Sell
-7
Closed – – 437
2015
Q4 		$0 Hold
7
– – ﹤0.01% 432
2015
Q3 		$0 Hold
7
– – ﹤0.01% 436
2015
Q2 		$0 Hold
7
– – ﹤0.01% 452
2015
Q1 		$0 Hold
7
– – ﹤0.01% 481
2014
Q4 		$0 Hold
7
– – ﹤0.01% 491
2014
Q3 		$0 Hold
7
– – ﹤0.01% 426
2014
Q2 		$0 Hold
7
– – ﹤0.01% 439
2014
Q1 		$0 Buy
+7
New +$184 ﹤0.01% 380
2013
Q4 		– Sell
-7
Closed -$1K – 385
2013
Q3 		$1K Hold
7
– – ﹤0.01% 348
2013
Q2 		$1K Buy
+7
New +$124 ﹤0.01% 370

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

Tortoise Investment Management's X Position: Q1 2016 in Review

Tortoise Investment Management sold out of US Steel (X) in Q1 2016, closing a stake of 7 shares.

Tortoise Investment Management first reported a position in X in Q2 2013 and held it in 10 quarters. The position peaked at $1K in Q3 2013. 260 funds tracked by Wall St. Rank hold X as of Q1 2016.

  • Tortoise Investment Management reported no remaining US Steel position as of Q1 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 7 US Steel shares in Q1 2016.
  • Tortoise Investment Management first reported a position in US Steel in Q2 2013 and held it in 10 quarters.
  • Tortoise Investment Management's US Steel position peaked at $1K in Q3 2013.
  • 260 funds tracked by Wall St. Rank held US Steel as of Q1 2016.

Based on Tortoise Investment Management's 13F filing for Q1 2016, filed 6 May 2016.