Advisor Group’s XPO XPO Stock Holding History

Advisor Group’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$840K	Sell	30,455 -5,228	-15%	-$144K	0.01%	1318
2019 Q3	$883K	Sell	35,683 -436	-1%	-$10.1K	0.01%	1212
2019 Q2	$723K	Sell	36,119 -952	-3%	-$19.4K	0.01%	1348
2019 Q1	$689K	Sell	37,071 -12,771	-26%	-$245K	0.01%	1370
2018 Q4	$984K	Sell	49,842 -9,333	-16%	-$259K	0.01%	951
2018 Q3	$2.34M	Buy	59,175 +13,190	+29%	+$480K	0.02%	585
2018 Q2	$1.59M	Buy	45,985 +18,731	+69%	+$680K	0.02%	635
2018 Q1	$959K	Buy	27,254 +18,189	+201%	+$607K	0.01%	898
2017 Q4	$287K	Buy	9,065 +5,347	+144%	+$137K	﹤0.01%	1723
2017 Q3	$88K	Buy	3,718 +546	+17%	+$11.4K	﹤0.01%	2513
2017 Q2	$71K	Buy	3,172 +3,022	+2,015%	+$56.6K	﹤0.01%	2578
2017 Q1	$2K	Buy	+150	New	+$2.45K	﹤0.01%	4424

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Advisor Group's XPO Position: Q4 2019 in Review

Advisor Group reduced its XPO (XPO) stake by 15% in Q4 2019, selling an estimated $144K and leaving 30,455 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #1318.

Advisor Group first reported a position in XPO in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.34M in Q3 2018. 396 funds tracked by Wall St. Rank hold XPO as of Q4 2019.

Advisor Group held 30,455 shares of XPO worth $840K as of Q4 2019.
Advisor Group sold 5,228 XPO shares in Q4 2019, an estimated $144K.
XPO made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1318 holding.
Advisor Group first reported a position in XPO in Q1 2017 and has held it in 12 quarters since.
Advisor Group's XPO position peaked at $2.34M in Q3 2018.
396 funds tracked by Wall St. Rank held XPO as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.